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: