Diligently managing your investments

We place a strong emphasis on and devote a great deal of time to the definition of your goals and the development of a detailed financial plan and portfolio specifically designed to attain those objectives. We work closely with you from the initial development phases through the implementation.

We manage your portfolio in a manner consistent with your needs, risk tolerance and account volatility. We uphold a fiduciary standard, which requires us to put your interests above our own. It means we must do our best to ensure that our investment analysis is as thorough and accurate as possible, and that we strive to trade securities with the best combination of low cost and efficient execution.

We vigilantly monitor the plan and portfolio over time, adjusting both as needed. As your priorities transcend from growth to income, financial stability becomes most important. We aggressively follow the investments to help ensure that they continue to meet performance expectations and maintain their stated objectives and management styles. This involves intensive research that requires much time and effort, but we wouldn’t have it any other way. If investments or their management teams fail to meet our standards, we no longer use them.

Most importantly, we continuously communicate with you regarding your portfolio composition and performance, and work closely with you on other essential needs such as retirement and estate planning.