Our Philosophy and Approach

We utilize a Plan-Implement-Monitor method to managing your investments.  After a plan has been finalized, it can be implemented using products allocated to serve specific purposes defined in your plan.  With the investments in place, the plan is monitored with scheduled reporting and personal reviews. We consider rebalancing to specified allocations an important method in maintaining a portfolio consistent with a client's plan and objectives.
 
When we sit down with you we start with you. We listen to you. We want an understanding of your needs, your resources, your experiences, the realities of your life as you know them now and as you anticipate them in the future.  The information you share with us is critical to an investment and/or a financial plan that identifies your long-term objectives and establishes a strategy to achieve them.

We utilize a Plan-Implement-Monitor method to managing your investments.  After a plan has been finalized, it can be implemented using products allocated to serve specific purposes defined in your plan.  With the investments in place, the plan is monitored with scheduled reporting and personal reviews. We consider rebalancing to specified allocations an important method in maintaining a portfolio consistent with a client's plan.