We take a hands-on approach to managing your investments

We manage your investments on a discretionary basis, which simply means we research and make investments on your behalf and with your best interest in mind, based on our in-depth understanding of your goals, risk tolerance and personal situation.

The investments we primarily use are mutual funds and stocks with rising dividends. The careful investment of your money is something we take very seriously. We evaluate each potential investment and money manager for a good period of time before we will decide to invest your money. We also carefully consider the allocation of each asset so that your portfolio is properly weighted and well-suited to your personal situation.

Communicating with you on a regular basis and staying in touch with your life and any changes that have occurred help ensure that your investments remain aligned with your goals and that your financial plan stays on track.

Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.