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Our Investment Philosophy

Our goal is to help you preserve and protect what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies to address:

  • Income needs are met over time
  • Risk is managed in line with your goals and time horizon
  • Your portfolio is optimized to generate growth and outpace inflation

To accomplish this, we identify your short- and long-term objectives, income needs, timelines and comfort with risk. We then work with you to create an investment portfolio customized to address your personal aspirations. We utilize a broad range of investment managers and strategies to address and pursue your goals.

Importance of a tactical and strategic approach to investment management
For years the "buy and hold" method of investing was the rule of thumb for many investors and their advisors. However, an increasingly global economy and dramatic fluctuations in world markets has underscored the vulnerability of most portfolios during down market cycles. Many investors approaching retirement simply don' have time to wait for their assets to recover from losses, and withdrawing assets during a down cycle can cost dearly, potentially derailing your retirement plans.

We seek to advance your portfolio using strategic offensive allocations while maintaining a strong defense against risk.

Our strategies are designed to capture growth when the market is rising and protect capital when the market is falling.

  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Based on these proprietary tools, we employ a strict buy and sell discipline.
  • We closely monitor each portfolio and adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we can more effectively manage risk and help protect your investments from today’s extreme market volatility. 

 No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

Contact Us today to learn more about protecting a lifetime of assets.