Portfolio Management

Your investment choices must be made with an understanding of how your goals, income, assets, and tax status integrate with your portfolio. Our clients typically want their money to work hard for them, their financial objectives are to maintain an investment portfolio that is designed to provide them with the growth, income, and liquidity that they may need.  In essence, we try hard to balance risk versus the possible reward.  Our clients understand that each portfolio is designed with their risk tolerance in mind; we do not use a cookie cutter approach!

Our independence allows us to analyze objectively the many investments and money managers available. We will assist you in allocating your investment dollars to those areas most likely to accomplish your goals. Once we select the investments, we closely monitor all performances and report to you on a regular basis. We believe this monitoring and reporting to our clients differentiates us from most other advisors and it is important to assure you that your goals are on track which allows you to be patient and does not let your emotions take you off course. Please take a look at our fee schedule to see the rates for Portfolio Management.