Investment Management

Each family comes to us with a unique set of circumstances, needs, and goals.  Once we determine your return requirements and risk tolerance, we use the strategies listed below to build your personalized portfolio.  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. When we meet with you, we determine whether your investments still fit your current situation to achieve your goals. 

We use both fundamental and technical analysis to choose appropriate investment holdings for your portfolio, our research team vets each holding selected for your portfolio. We hold quality and consistency of earnings in the highest regard when evaluating companies. Our team also watches for advances in technologies and market demands to discover new and upcoming investment opportunities. We have found being nimble and vigilant helpful in our approach to managing investment holdings and tailor investments to our client's personal lifestyle and tax needs.

We believe in using individual stocks. They can provide a greater understanding of the world around us and the companies that are going to propel the world economy for decades to come. We focus on two major groups of stocks: Large-cap to mid-cap growth companies and companies that have consistently grown their dividend. 

Even though we prefer to use individual stocks, their volatility and risks are not for everyone. In these cases, we use exchange-traded funds (ETFs) and mutual funds to provide low-cost diversification for our clients. We do not believe in timing the market, but small adjustments when trends or economic fundamentals change may be prudent.

In addition to our research on individual companies and ETFs, we offer options and stop loss overlays on portfolios. 

For options, we focus on covered call writing and cash secured put strategies.

Ultimately, we believe that investments that fit your risk tolerance and your goals will help you stay invested.
We use a combination of some or all of the following strategies to manage your portfolio and achieve your personal goals:

  • Individual Stocks
    • Aggressive Growth
    • Growth
    • Growth and Income
    • Income
  • Fixed Income
    • Individual Bonds
    • ETFs
    • Mutual Funds
  • ETF Strategies
    • Growth
    • Moderate
    • Conservative
    • Income
  • Investment Overlays
    • Options
    • Stop Losses
    • Custom
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