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Money Management

Does Your Portfolio Fit Your Needs and Goals?

As a full-service investment management firm, we realize that every client is unique. Our approach begins with an extensive discovery and risk-tolerance process. Once our wealth managers fully understand each client’s unique background, financial situation and objectives we begin the process of creating an optimum investment portfolio for your specific family and wealth goals.

Using sophisticated forecasting tools, we’re able to audit investment cycles, current versus historical valuations and statistical probabilities of return in order to determine the right mix of investment vehicles to meet our client’s specific needs. Our approach to properly diversify portfolios goes well beyond the typical mix of stocks, bonds and cash to take into account all of the variables that affect your portfolio.

Asset Allocation & Portfolio Construction:

We balance an always current investment discipline with our client’s individual financial objectives to arrive at portfolios that are far more diversified than the typical stock, bond and cash allocations. Many of our client portfolios are invested across multiple asset sectors to deliberately balance, sustain and encourage growth. Tactical client portfolios are strategically developed, stress-tested against varied potential market conditions, and calibrated to target specific income and growth returns – aiming to land you securely at your destination.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.