Investment Philosophy

We are committed to helping our clients preserve their wealth for their futures, their families and their legacies. We create investment strategies and build portfolios with your family’s future in mind, focused on where you want to go and how to get you there with the least amount of risk. We continually measure performance against your goals, rather than a benchmark.

Core/Satellite Investment Approach

We build portfolios with core investments with an aim to provide steady, long-term growth and satellite positions that help reduce risk or capture opportunities as markets evolve. We strive to keep a careful eye on risk—looking for base hits, rather than swinging for the fences.  We can continue to diversify your portfolio using asset allocation strategies and tactical satellite investments, based on your tax liability and volatility requirements. 

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market. Wells Fargo Advisors is not a legal or tax advisor. Advisory programs may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.

“It’s not how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for.”  – Robert Kiyosaki