Constructing portfolios that reflect each client’s objectives
Unlike many advisors, our team personally constructs and actively manages client portfolios. Every portfolio is built with individual stocks and bonds, customized for each individual client’s circumstances.
We are responsible for each stock or bond in the portfolio being successful. Our team regularly listens to earnings calls for the companies we own to gain an understanding of these organizations.
We are transparent with clients about the stocks and companies held in their portfolio. During review meetings, we take time to analyze each of them with our clients and evaluate the possible consequences if there was a market decline. Additionally, we wouldn’t recommend an investment we wouldn’t own ourselves, and, in fact, we own the same investments in our own portfolios.