Portfolio Management

With the complexity of today’s marketplace, it is critical for us to understand who you are and what you want to accomplish financially. Our initial meetings with you help us construct a clearer picture of your personal finances, investment return expectations, time horizon, and risk tolerance so that we can develop a successful investment strategy and tailor an asset allocation guideline unique to your investment objectives.

While discussing your finances and developing a financial plan, we hope to eliminate much of the guesswork in achieving the security and independence you desire by simplifying your financial alternatives. As a result, we will:

• Define and narrow objectives and investment options
• Identify areas of great distress
• Develop strategies for addressing concerns about the future
• Cultivate peace of mind
• Identify your overall economic personality