Personal Adaptable Approach
We build and manage market-adaptable portfolios for clients that seek an alternative to commonplace, static allocation methods.
Do you think your investment portfolio should hold the same amount of stocks through all market conditions? If not, then our personal adaptable approach may be for you.
Common Methods May Ignore Market Conditions
Some advisors rely on static portfolios based largely around an investor’s age and risk category, with little regard for current market conditions. Periodic rebalancing cements the static nature as the portfolio is routinely brought back to its initial allocation.
We Think Market Conditions Matter
By contrast, we consider market conditions in our portfolio management process. Our aim is to increase protection when warranted and pursue opportunities when available, making portfolio adjustments along the way.
We Balance Your Specific Goals and Market Trends
Allocations need to be proportional to both the market trends and your specific goals, so that any adjustment comes from a firm footing and a position of strength. We help clients position their investments in relation to life’s changes as well as market cycles.
No middleman, no barriers. We research, advise, and invest directly for you. Call us anytime and speak to the investment decision makers.
Hands-On Investment Management
We do not outsource management to mutual funds and fund managers. By contrast, we research, select, and manage investments directly for our clients.
Talk to the People Who Make the Investment Decisions
Our clients have direct access to the investment decision makers by phone or email when they want to talk about their portfolios. We won’t make you wade through an automated phone system or talk to people who don’t know anything about investing.
Different Strokes for Different Folks
Just because we bought a security a year ago doesn’t mean it’s a good purchase for you now. We don’t make new clients conform to old investments, unless we still think they're a good deal for you. And, we can work with you on certain tax or ethical constraints.
Fiduciary standards, thoughtful implementation, fair and transparent pricing, proactive communication. We work for you!
As a fee-only Registered Investment Adviser regulated by the SEC, we are held to a fiduciary standard, which is the highest standard of client care in the industry.
Fair and Transparent Pricing
Our compensation is derived solely from our investment advisory service. We do not sell products, and we do not collect commissions or sales incentives.
Proactive Communication, Clear and Simple
We think you should know what’s in your portfolio and why it’s there. Clients can view each investment position 24/7 via secure, online access or mailed monthly statements. On a quarterly basis we produce detailed portfolio reports and market commentary.
Still have questions? We can answer them by phone, email, or one-on-one meetings.