Portfolio Management Process

Individualized attention addresses a client’s needs, even when changed. Our investment team tailors a portfolio specific your unique investment objectives.

Customized Investment Plan

We identify the asset allocation most appropriate for the client to make sure it is properly diversified across equity and income asset classes and within each separate asset class. This allows us to tackle such challenges as the sale of concentrated positions or a highly tax sensitive issue that we review with each client’s CPA beforehand.

Equity Analysis & Security Selections

We examine the economy, business environment and the Federal Reserve Board’s monetary policy. Every security we consider is subjected to an intensive fundamental analysis and is monitored on an ongoing basis.

Asset Allocation

Is a strategy we use that is designed to deliver returns matching a client’s unique definition of risk. Our process is based on a talent for identifying investment opportunities and an informed respect for historical returns and volatility patterns of particular asset classes.

Constructing the Optimal Portfolio

We build a diversified portfolio of individual securities using three main asset classes. Equities, Fixed Income, and Mutual Funds.

Rebalancing Portfolio

Clients needs are addressed consistently to determine any change in financial goals and objectives as well as changes in our market forecast.