Portfolio / Investment Management

We consider investment management to be more than just an academic exercise.

Before we invest one dollar for a client, we ask a lot of questions—and we listen intently to answers. We solicit financial goals and discern tolerance for risk, discuss the nature of potential investments. and what to expect as a long term investor. We openly share all fees to be charged and risks to be faced. Then and only then, do we implement an agreed upon, thoroughly researched, diversified portfolio of investments. Once implemented, portfolios are reviewed and adjusted as needed with changes in the market environment and/or investor circumstances.