What is your general investment philosophy?

Our investment philosophy is based on developing an appropriate strategy for each client after we learn their goals and objectives. That being said, there are several investment principles that we use:

  • Developing a customized strategic plan—known as an Investment Policy Statement-- for the management of a client’s assets.
  • Incorporating time-tested principles of asset allocation and diversification.
  • Taking on no more risk than is necessary to meet a client’s goals.
  • Monitoring the client’s investment and adjusting them as necessary to continually meet the client’s goals.
  • Reducing, whenever possible, the taxes which client must pay on their investments.