Objective Investment Advice… Helping You Make Better Investment Decisions
Sound investment management begins with understanding your financial goals. Knowing “when” and “what the money is for” plays a big role in determining appropriate investment plans for each of our clients.
We are a fee-only financial advisory firm. Our investment advice is based on what is best for you, the client. Our investment management philosophy is centered on the belief that proper diversification and asset allocation are important components of financial success. We help you identify the proper mix of assets and then select low-cost high quality investments such as broad-index ETFs or no-load mutual funds to construct your portfolio.
Portfolios are implemented with the long-term in mind rather than ‘hot tip of the day’ trading. Minimizing the transaction costs and tax costs of investing keeps more dollars in your portfolio and helps you reach your financial goals more quickly. In addition to asset allocation, we incorporate asset location in our investment strategy to minimize your tax obligations as much as possible.
Would you worry less and be happier receiving objective investment advice? Contact us to discuss your goals, situation, and concerns. We’ll help you make the best investment decisions.