Investment Management

We live in an economic system whereby one builds wealth by owning profitable things over long periods of time.  We help our clients become owners of and loaners to businesses, governments, etc.

Investment management is the professional asset management of various securities (shares, bonds, and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors.

When we manage your money, we select investments that achieve the proper balance and diversification needed to meet you goals and objectives.

We can buy and sell investments within your portfolio in a wide variety of accounts including: individual, joint, 401(k) rollover, rollover IRA, Roth IRA, SIMPLE IRA, SEP IRA and trust and endowment.  We can also make allocation recommendations for accounts you hold away.

Whether you are still working, nearing or in retirement, we also monitor and process cash flows for you, as necessary.  We take the worry and stress out of it for you, so you can focus on more important things like spending time with your loved ones, traveling, volunteering, etc.

Our professional investment management helps you achieve greater peace of mind. There are so many investment options out there and with our help, we can take the pain and headache out of researching, identifying and selecting what’s best for you.  With an investment strategy in place and all of your accounts singing to the same sheet of music, we are able to help you achieve the proper balance and diversification needed to meet your goals and objectives.

We can help you avoid making emotional and destructive decisions (especially if you are an Emotional Investor) when markets become unstable, since we are using an active, living, breathing financial plan to guide and drive all current and future financial and investment decisions.

We can help you buy the best because of our status as an independent Registered Investment Advisor (RIA).  You have access to securities and pricing that is normally only available to larger institutions, which can lead to more favorable investment performance over time.

As a Fiduciary, you can rest assured that we act and make recommendations that are in your best interest.  We have a duty of loyalty and care, and must act with your best interest in mind.