Active Portfolio Management & Strategic Rebalancing

Our approach involves actively managing client portfolios by continuously monitoring market conditions and making adjustments as needed. We ensure portfolios align with the Investment Policy Statement, rebalance to maintain target asset allocations, and work with accountants to manage taxable gains and losses, ensuring optimal financial health.

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Investment planning

stands as a cornerstone in safeguarding your legacy.

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It acts as the foundation upon which a stable and prosperous legacy is built, allowing individuals to strategically allocate resources in a way that aligns with their long-term goals and aspirations. Through careful planning, one can mitigate financial risks, adapt to market changes, and capitalize on investment opportunities, thereby maximizing wealth accumulation over time.

By laying out a clear plan, individuals can avoid potential conflicts among heirs and ensure that their legacy is honored and preserved. In essence, investment planning is not just about growing wealth; it's about creating a blueprint for the future that reflects one's values, goals, and the mark they wish to leave on the world.

Secure your legacy with a lasting approach.

Our investment planning service stands out for its personalized approach. We thoroughly understand each client's financial goals and craft tailored strategies that adapt to market changes and life events. Our comprehensive approach includes market analysis, financial tools, and expertise in tax and estate planning.

Our investment planning service stands out for its personalized approach. We thoroughly understand each client's financial goals and craft tailored strategies that adapt to market changes and life events. Our comprehensive approach includes market analysis, financial tools, and expertise in tax and estate planning.

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Precise

Tailored to your unique circumstances and goals.

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Adaptive

Swiftly adjusting to market changes and life events.

our unique focus

Get to know how we approach your financial well-being.

  • Equity Strategy

    Portfolios are generally invested in a core model of exchange traded funds and/or mutual funds, providing broad diversification and appropriate sector, geographic and industry exposure.  When deemed appropriate, individual stocks may be added to portfolios, providing concentrated risk in businesses that we think are attractive.  Stocks are added to our buy list after thorough research.  Results of the research are our determination that the equities are substantially undervalued relative to their growth potential and the potential for profitability and cash flow.




    Stock mutual funds and ETFs are selected after careful, independent research that considers multiple factors including the investment philosophy, portfolio composition, manager tenure, track record and cost.

  • Fixed Income Strategy

    In our portfolio management approach, fixed income investments serve a dual purpose: mitigating overall portfolio volatility and providing a steady stream of cash flow. These investments typically encompass government and high-quality corporate bonds, as well as mutual funds invested in bonds sharing these characteristics. For taxable accounts, we may also include municipal bonds to optimize tax efficiency. Depending on our analysis of the current market landscape, we might allocate a portion of the portfolio to high-yield bonds, with the client's consent.


    Our strategy for balancing investments between corporate and government bonds is dynamic, shaped by ongoing assessments of potential risks and opportunities. The selection process for fixed income assets is rigorous, focusing on credit quality, yield attractiveness, and the timing of returns, factoring in both duration and maturity. Our fixed income portfolios are diversified across various instruments, including individual securities, bond mutual funds, ETFs, and closed-end funds, with the flexibility to hold significant cash or money market positions when deemed prudent.