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Investment Management

We have developed a process-driven, risk-based approach to building your diversified investment portfolio. We begin by determining your personal risk tolerance and identifying a goal for each of your account types. We then help you build out a portfolio that matches your goals and target risk. Once built, we monitor your progress and recommend adjustments based upon changes to your goals and shifts in the investment landscape.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results. 

Client Centered

Our investment management services include:

  • Personal risk assessment and portfolio risk monitoring through Riskalyze – an award-winning investment management software

  • Advisory (fee-based) and brokerage (commission-based) account options 

  • Fully customized portfolio construction utilizing individual securities and managed funds

  • For advisory relationships, we offer discretionary portfolio management