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Investments

Our experience guiding clients through multiple recessions has focused us on generating reliable growth for clients over time. We believe that reliable growth over time comes from:

Independence: We have no investment strategy to “sell” so we’re never tied to proprietary investments that may underperform.

Proactive: We’re not stock traders, but we will make recommendations to reduce risk or increase risk when we think it’s appropriate.

A Conservative Approach: We hate losing money. Our experience guiding clients through multiple recessions has focused us on keeping clients’ portfolio positioned to minimize downside risk.

A Fee-based Approach: We’re being compensated to steward your investments year-round. More importantly, the better you do, the better we do.

Reliable growth over time takes more than just a good portfolio of mutual funds so our asset management services include:

  • Portfolio rebalancing that can improve performance over time by implementing a “sell high”, “buy low” discipline to your portfolio.
  • Capital loss harvesting and tax managed strategies when appropriate
  • Alternative Investments such as commodities, real estate, and hedge funds which provide further diversification and opportunities beyond traditional stocks and bonds.
  • A mix of both active and passive investment strategies including ETF’s