How We Are Different
Our approach is founded on care and commitment. We want to know where you want to go and help get you there. Selecting risk tolerances and choosing the right investments for a client portfolio is important; however, it represents only part of what we do. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture.
Investment Philosophy
Markets change, so do we. Unlike most advisors out there, we take a tactical approach to investing. Selling an investment when it no longer meets our expectations is perfectly fine and limits portfolio risk. Many families follow a set it and forget it attitude about their investments which often gets them in trouble and emotionally distraught during deteriorating market conditions. Bear markets are painful, and research shows that most investors bail out near market bottoms and add money at market tops. Our process takes the emotion out of investment selection, making decisions based on data instead of feelings.
Research
The internet has an abundance of free stock information available, but the vast majority is just noise. Actionable data isn’t cheap and isn’t available for all to see. We spend money to make money. We also filter through the data and decipher what is happening. We make decisions and are proud of the actions we take for the benefit of our clients.