Portfolio Management

Developing and adhering to a strategy designed for your specific needs yields the strongest investment returns. We believe each investor should have an investment strategy that is uniquely suited to accomplishing specific objectives.

An investor’s risk tolerance is incredibly important – The highest returning investment strategy in the world is worthless if an investor is unable to “stick with it” during the worst of times.

Our investment philosophy is based on three general principles:

o   Low-Cost

o   Tax-Efficient

o   Long-Term

We believe in putting our clients first – This means we don’t sell products, but instead provide clients ongoing advice. Consequently, our fee arrangements seek to ensure that we are always on the same team and plainly transparent.