Invest with us to implement your plan

  • We can help you grow and preserve the wealth you worked hard to build

How?

  • We use our training and experience to develop an investment portfolio for you.
  • Each proposal is customized to respect your
    • Tolerance for risk
    • Concern for preserving wealth and/or increasing it
    • While providing the income you need
  • We develop a careful asset allocation for you.
  • Then we present our proposal to you so you can review it, before we buy or sell anything.
Woman reviewing investment
Man doing investment reviewing

Why?

  • We are serious about respecting you and building trust. 
  • We listen to you, explain what we propose, welcome your questions and answer them.
  • You can revise, and suggest alternatives, etc.
  • When you feel confident that the investments are the right for you,
  • We put your money to work

Our goal is to put your plan into effect and your future more secure.


 

Managing your investments over time.

  • We do the investment work for you
    • Buying and selling
    • Monitoring the market, and the economy (U.S. and global economies), etc.
  • We review your portfolio once per year. That involves
    • Meeting (in person or through Zoom) to discuss your holdings and the markets.
    • Rebalancing your portfolio for you. 
    • As always, welcoming your questions as well as your suggestions at these meetings, and throughout the year