Investment Management Strategies
Your portfolio will likely seem simple, in part because we strive to make the process uncomplicated for you. It will be built, however, on a sophisticated strategy designed to invest or distribute assets according to your specific time frame and lifestyle. Our investment strategy fulfills three basic principles—risk management, diversification and long-term trends. We design portfolios using traditional investments, such as stocks, bonds and cash equivalents. Where appropriate, we may recommend a broader array of investments, including inflation-linked bonds, developed and emerging market international stocks, real estate investment trusts and commodities.
Comprehensive Financial Planning
Your financial well-being depends on much more than your savings. We take a comprehensive approach to evaluating your entire financial life and moving you toward your goals. Our proprietary Financial Well-Being Navigator takes a snapshot of your financial life in six key areas to show you a picture of where you are on the road to meeting your financial plans and goals. We use this snapshot while following a defined process to learn about your current and future income needs, lifestyle, expenses, and long- and short-term goals. The resulting information will help create a financial road map that you can follow now and into the future.