Investment Management

Each family comes to us with a unique set of circumstances, needs and goals.  Once we determine your personal return requirements and risk tolerance, we use the strategies listed below to build your personalized portfolio model.  The only constant in life is change. Therefore, it is critical for your portfolio to be adjusted as your life changes and your needs change. Each time we meet with you, we determine whether your model still fits your current situation to meet your goals. 

Using both fundamental and technical analysis to choose the most appropriate investment holdings for your portfolio, our research team carefully vets each holding chosen for your portfolio. We hold quality and consistency of earnings in highest regard when evaluating companies. Our team is also on constant watch for advances in technologies and market demands to discover new and upcoming investment opportunities. We have found success in being nimble and vigilant in our approach to managing investment holdings. 
We use a combination of some or all of the following strategies to manage your portfolio and achieve your personal goals:
  • Dividend Stocks 
  • Moderate Stocks
  • Growth Stocks
  • Preferred Stocks
We also use the following ETF strategies to more broadly diversity your holdings at various times:
  • Growth ETFs
  • Moderate ETFs
  • Bond ETFs
  • Real Estate ETFs

Why is it important to choose the right advisor? Visit Independent Advisor Learning Center to learn more.