Investment Management

At our core, we are investment managers. Our views on investing are a little different. We think your asset allocation should be based on the potential risk/reward of an asset and not some canned “one size fits all/invest in everything” approach.

Our dedicated staff of senior investment and wealth strategist professionals build portfolios for clients based on their targeted goals, risk tolerance, current and future income needs, and risk/reward potential.

More importantly, you will actually know the person(s) making the decisions about your wealth because we do not outsource our investments to other third party managers or mutual fund managers. This results in lower total fees for you and a portfolio manager who knows you personally. You are more than an account number and there are no investment products to push- just our best investment ideas.