Investment Management

 

 

Investment Management is a critical part of achieving your financial goals. Whatever savings goal you have – retirement, kid's education, a new home — you should know your money is working as hard as you do. We start with a plan – so we know where you want to go – then we’ll build a portfolio to get you there.

With an investment plan in place, you can focus on your long term goals and not be distracted by the ups and downs of the markets.

Investing is about risk and return and there are no guarantees – however, we use time tested approaches that will give you the confidence to invest for your long term goals. We’ll help you determine your comfort with risk and make sure you understand the investments you own and why you own them.

In our role as investment advisor we do the following for our clients:

  • Research investment companies and managers
  • Develop recommendations for new accounts
  • Prepare trades for account rebalancing
  • Recommend appropriate asset allocation
  • Create and send periodic performance reviews
  • Research cost basis information
  • Prepare and send realized gain & loss reports
  • Recommend allocations of client’s “outside” investments such as 401k and 403b plans

Most importantly, we’ll serve as your investment coach to keep you focused on why you started investing in the first place –  buying that house, sending the kids to college or fulfilling your retirement dreams.

Reviewing charts during a meeting