Our Investment Philosophy

Many clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with futureneeds and expenses.

We directly manage our clients' investments ourselves using a hands-on approach, meaning that we don’t outsource to money managers or other third parties. We take a “buy and hold” approach, with great care given to asset allocation and diversification. Our goal is to mitigate risk for an acceptable rate of return.

We avoid any thinly-traded or non-publicly traded securities such as non-publicly traded Real Estate Investment Trusts, and instead focus on widely-traded securities and funds.We believe that liquidity is crucial in today’s marketplace!