Services

Investment Management Services

We manage personalized investment portfolios for individuals, trusts and businesses.

Our proactive, forward-looking analysis seeks to capitalize on extensive research into global monetary and economic trends with the goal of reducing risk and providing above average performance. We monitor multiple research sources, including, but not limited to: LPL Financial, Goldman Sachs, JP Morgan, the Harvard & Yale Foundations, CalPERS Pension Plan, PIMCO, and Capital Research Management. Once we have constructed our asset allocation models based on the broad research sources, we then use third party money manager analyses and personal interviews to help select the most appropriate money managers and products available for each of the asset classes we use in our clients’ portfolios.

We establish a system of periodic portfolio reviews and client meetings. During these reviews we personally discuss any changes being recommended to the client’s investment portfolio and items we have discovered that may pertain to them that we have discovered while monitoring market and legislative changes. These periodic reviews provide the client with an opportunity to ask questions about other financially related topics that are on their mind but were not urgent enough matters to call us about before their next periodic review.

This comprehensive service provides our clients with the confidence that their money is being actively managed by a team of professionals who are staying current with the complicated financial environment for their benefit. In return, this affords our clients the luxury to concentrate on what they enjoy.