Investment Philosophy
We Believe - Investing is a Process not a Product
A successful investment advisory relationship begins with a clear understanding of each client's specific needs, concerns and objectives. Factors that must be taken into consideration are the individual's investment time horizon, income and liquidity requirements, prior investment experience and tolerance for risk. Once a framework is established it becomes a GUIDE in developing the asset allocation strategy and in selecting the individual securities that will make up a portfolio. This framework is constantly monitored to meet any changes in an individual life.
Why Use an Investment Advisor
Above All - An advisory relationship must be based on trust.
An experienced financial advisor provides customized portfolio management and ongoing strategic oversight that can better position you to meet your short term and long term financial goals. Most importantly, he/she offers objective advice and is not emotion driven. In addition, he/she has access to tools not commonly available to the public.