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Investment Management

Our Investment Philosophy

Portfolio construction process that seeks the highest level of return for any given level of risk
Focus on minimizing performance drag caused by taxes and fund expenses
Open platform with no bias toward fund families or active vs passive management
Ability to take short term tactical positions that capitalize on market opportunities
Global investment approach to improve diversification benefits

Our Services:

Our Investment Philosophy is applied to the services we offer.  These services include:

  • Investment Agency Account
  • Individual Retirement Account (IRA)
  • Financial Planning
  • Fiduciary Services
  • Endowment
  • Non-Profit
  • Charitable Planning
  • Employer Sponsored Retirement Accounts