ARE YOU READY TO INVEST WITH A PURPOSE?

Investing doesn’t need to be complicated. It just needs to be smart. That’s where we come in.

When it comes to investing, you can’t afford to settle for anything less than the best. We rely on proven investment strategies to manage your portfolio designed with a low-cost approach. A proper investment plan requires more than just a risk- tolerance questionnaire and a cookie cutter model that matches it. We utilize a bucket investment strategy to strategically position your investments based on purpose and time horizon.

STRATEGIES TAILORED TO YOU

Investment management services assist you battle the ongoing challenges of low interest rates and market volatility. We start the process by taking a holistic view at your personal financial situation. This will allow you to have a custom investment plan to achieve your goals. We work with Charles Schwab and TD Ameritrade as our custodians for your investment accounts.

SMART PORTFOLIOS

Custom

  • Research Driven
  • Lower Cost
  • Fewer Taxes
  • Time Tested

DIVERSIFIED INVESTING

Optimal Mix of Assets

  • Strategic Asset Allocation
  • Modern Portfolio Theory
  • Due Diligence

Do You Know Your Risk Score?

Everyone has a risk number, but most do not know what that number is. A risk number ranges from 1 to 99 and evaluates how you weigh levels of reward and risk. The higher the number, the more accepting you are of higher risks for higher gains.

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FREE PORTFOLIO RISK ANALYSIS

REBALANCING

Staying on Track

  • Compounding Approach
  • Systematic Target Allocation
  • Focus On Controlling Risk
  • Disciplined Investing

INVESTING WITHOUT A CRYSTAL BALL

  • Structured Fund Selection
  • Avoid Market Timing
  • ETF and Index Funds
  • Individual Stocks

Schedule a 15-Min Strategy Call

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