Portfolio Construction

Applying insight to the road ahead.

We are the builders and the managers of our clients’ portfolios. And each portfolio we build is designed exclusively for a specific investor, based on that person’s individual goals and level of comfort with risk. When you think about it, you’re not like anybody else. And we think your portfolio shouldn’t be like anybody else’s, either.

Our clients also appreciate that because we manage their portfolios, they are only one phone call away from the people charged with caring for their assets. This means when you call with a question or request, you won’t have to wait for us to call someone in order to provide answers or to get the ball rolling. And we are always directly accountable to you.

“Investments are important. But when we talk with clients, you quickly learn true wealth is family.”

Latest News

“No Kids” Shouldn't Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving

Interest Rate Headwinds…a Tenacious Gust

Doug Drabik discusses fixed income market conditions and offers i...
Markets & Investing

House Passes Reconciliation Bill - What's Excluded?

Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy

Supply Chains, Demand and Inflation

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Temporary Tax Breaks Can Sweeten Your Year-End Generosity

Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving

Flexible Liquidity Can Help Reduce Investment Disruption

A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing

Making Sense of Medicare Myths

Take the time to learn the facts behind these common Medicare misconceptions.
Retirement & Longevity

State of the Supply Chain, From Container Ships to Air Cargo

“We believe that within a year, we’ll be talking about disinflationary or deflationary pressures,” says Raymond James CIO Larry Adam.
Economy & Policy

Review Retirement Plan Contribution Limits for 2022

Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity

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