Broker Check

What We Do

How do you build portfolios?

A lot of due diligence goes into our portfolio construction.  On a quarterly basis, we reach out to the best in class fund companies to understand what their Analysts and Portfolio Managers are thinking about the direction of the markets.  We then take this information and allocate asset classes we believe will outperform on a forward looking basis.  Once our asset classes are allocated to the models based on risk tolerance and correlation, we pick the funds that coincide with those asset classes.  These funds are evaluated on 37 different data points, the funds that score exceedingly well in each asset class make it into our models.

Are you a Fiduciary?

A Fiduciary is a person or organization that acts on behalf of another person(s) to manage assets with the responsibilities of good faith and trust. So, when working in an advisory capacity, we act as a fiduciary. We feel it's important to offer a complete wealth management experience, so we give you the option to choose your level of service and how involved you would prefer us to be in managing your finances. 

What Does a Wealth Manager/Financial Planner do?

Wealth management incorporates financial planning, risk management, investment & portfolio management, estate planning, insurance needs, tax strategies, and other financial services into one holistic process to address an individual's or family's financial needs. Ultimately, wealth managers bring your entire financial life into focus so that you can make informed decisions.