How We Invest

We Invest With Purpose By:

  • Understanding your unique financial situation and goals
  • Creating a plan to meet your long term goals and cash management needs
  • Appreciating your personal investment preferences and sensitivities
  • Developing a close relationship with you by focusing on transparent communication​


Every investment portfolio is uniquely designed for each client​. Our philosophy is to have a diversified portfolio that focuses on being in the correct asset class over the long term​. We constantly monitor global economic conditions and reacts appropriately within each portfolio​.


We customize each portfolio with a mix of ETF’s (Exchange Traded Funds) and Mutual Funds (actively managed and passive)​. We use a variety of screening techniques through thousands of funds utilizing Morningstar and our custodians​. Finally, we analyze risk based on your cash requirements, tolerance to market fluctuations and short and long-term objectives​.