Investment Management

Our investment process starts with a financial plan, whether it be a simple retirement income plan, or a more complex financial and estate plan.  We like to think of your plan as a personal roadmap for your financial journey, meaning that your investments are the vehicle that will help you get you to your destination.

We do not design "cookie cutter" portfolios, rather, we design portfolios that are based on the unique situations of each of our clients.  With that being said, your money will never be invested in model portfolios based on your answers to a generic risk tolerance questionnaire.  Instead, you will get a personalized portfolio designed to accomplish your financial goals. 

Our team of professionals will make sure your investment strategy is implemented properly, your portfolio is monitored regularly, and your investment mix changes as your financial needs and goals change.