Broker Check

Investment Management

We are here to help you make smart money choices throughout your life.

In today’s economic environment, obtaining investment information is easy; actually applying this information is difficult. We assist you in identifying your investment objectives, evaluating your risk tolerance, analyzing your current portfolio, developing an appropriate asset allocation strategy, and recommending various alternatives to help you meet your goals.

The one certainty in life is uncertainty. Although we cannot predict what will happen next, we can test known risks and take measures to try to reduce their negative influence over your life.  

We want to to help you understand the uncertainties in investing and to take steps to reduce their impact on your life. Although this won’t keep the bad things from happening, we will work to lessen the impact of these known risks.

  • Investment Strategies -- Ever hear of the Efficient Frontier ? Basically, it says that for any given
    level of risk, there is an ideal rate of return. If you are comfortable with one level of risk, but you are not experiencing the returns you should receive for that
    risk, you are under-performing the efficient frontier, and you need to evaluate your what you are invested in. Or, if you are uncomfortable with the amount of risk
    you are taking but happy with the return, we can reassess your portfolio to make more efficient use of your investments.

We Help you Master Your Financial Universe. 

  • We seek to understand your needs and objectives, then provide personalized guidance to find the right strategies and solutions to help you succeed.

  • We match you with money managers from top institutions based on your individual preferences.

  • We balance your risks through diversification so you can remain invested even in the darkest times.

  • We look closely at tax management since the goal is not how much money you make but how much you keep.

We will show you several ways to improve your situation and help you towards reaching your goals. Some of these strategies may include the use of financial products, such as insurance or professionally managed investments. We serve as your advocate in the marketplace, but to be clear: We are not beholden to any company. You might call us "product agnostic." Our goal is to find the products that best serve your financial goals and your values.

We Help you Design and Assemble a Portfolio Using Best-In-Class investment Products.

  • Mutual funds and ETFs

  • Stocks and Bonds

  • Fixed, variable, and Indexed Annuities

  • Options, Alternative Investments, Banking Products