Let’s talk about purpose-driven investing.
Investing should be smart, not complicated.
We take a personalized approach, using proven strategies and a low-cost model to manage your portfolio. Our bucket strategy ensures your investments are strategically positioned based on your specific goals and time horizon—more than just a standard risk assessment.
Do You Know Your Risk Score?
Everyone has a risk number, but most do not know what that number is. A risk number ranges from 1 to 99 and evaluates how you weigh levels of reward and risk. The higher the number, the more accepting you are of higher risks for higher gains.
STRATEGIES TAILORED TO YOU
Navigating low interest rates and market volatility requires a personalized investment strategy. Our investment management services begin with a holistic assessment of your financial situation, allowing us to craft a custom plan to meet your unique goals. Your investments are held at Charles Schwab.
Custom
Smart Portfolios
- Research Driven
- Lower Cost
- Fewer Taxes
- Time Tested
Balanced Portfolio
Diversified Investing
- Strategic Asset Allocation
- Modern Portfolio Theory
- Due Diligence
Staying on Track
Portfolio Optimization
- Compounding Approach
- Systematic Target Allocation
- Focus On Controlling Risk
- Disciplined Investing
Investing without
Guarantees
- Structured Fund Selection
- Avoid Market Timing
- ETF and Index Funds
- Individual Stocks