Invest with us to implement your plan
- We can help you grow and preserve the wealth you worked hard to build
- 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.
- 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