Risk-Managed Investment Strategies Tailored To Help Grow And Preserve Your Assets


Your investments play an important role in helping to achieve your overall wealth goals. Our team builds your portfolio around your personal risk profile, taking into account your long-term goals for growth as well as your shorter-term cash flow requirements.

 

Asset Allocation Of Your Portfolio

  • Portfolios are constructed by employing strategic asset allocation to help achieve your unique objectives

  • We primarily employ cost effective mutual funds and ETFs along with individual stocks, CDs, Corporate bonds and Municipal bonds

  • Our overall strategy is asset preservation balanced with asset growth

  • Portfolios are reviewed, and adjustments are made based on changes in your personal circumstances

 

* Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

 

Working with a Private Investment Management (PIM) manager

Marc Alexander and John Cawley are PIM portfolio managers. The PIM program is a customized portfolio management program geared toward your specific investment goals. This designation is awarded to a small percentage of Financial Advisors within Wells Fargo Advisors who have met the firm's rigorous program criteria including completing advanced training, having proven experience and holding appropriate registrations.