Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.

Philosophy is understanding how the investment exists and more importantly what's the method by which it makes money. There are 2,800 companies on NYSE alone but not every company is worthy of investing. ETFs (Exchange Traded Funds) now account for over 30 percent of all US trading however many don't have enough liquidity to continue. We screen and focus only on the most capitalized companies and funds for our client portfolios.

Process involves day to day management. We follow a detailed portfolio construction methodology, screening processes, with buy and sell discipline. Our portfolios will always be diversified both within and across asset classes. We re-balance portfolios at least quarterly so one holding is never too much weight in our portfolios. We utilize tax management programs to reduce capital gains or eliminate them entirely.

Performance should be in context with the client’s objectives and risk tolerance. Both risk and reward are consequential to every client and can mean the difference in meeting goals and expectations. Performance should be measured net of costs and clients should see results compiled at least weekly against relevant benchmarks.

People who either run a company, fund, or other investment vehicle. They can truly differentiate themselves from mediocrity. The people including our own team must be strong to face challenges, have an insatiable curiosity for discovery, and adapt to ever changing times. Above all else integrity and honesty cannot be compromised and should be reflected in the daily actions of those who hold it.

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.