Investment Management

As an independent firm, we aim to reach our client's stated objectives through an objective approach to building tax-efficient, diversified portfolios. Our custom built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. Coordinated with financial planning, prudent investment management allows us to take reasonable risks based on our client's circumstances in order to grow their assets and achieve their goals.

As a fee-only Registered Investment Advisor, we have a Fiduciary obligation to our clients. We act in our clients best interests and disclose any relevant conflict of interest if they exist. The investment decisions that make up our portfolios are based solely on the unique factors specific to you. We accept no commissions nor participate in revenue sharing arrangements with any investment companies. Please refer to our form ADV Part II for additional information.