Investment Management

Investment Management

We manage assets by creating a personalized Investment Policy Statement (IPS), which is a blueprint upon which your portfolio will be built and managed. IPS serves a guideline of philosophies, policies, procedures and practices of making investment decisions. This prevents second guessing when markets fluctuate.

For Individuals:

We will then create your customized asset allocation model based on your risk tolerance, time frame and goals. We also manage/advice your assets held in your 401K or other retirement plans.

For Corporations, Foundations and Endowments:

 IPS helps sponsors meet their fiduciary obligation and reduce their fiduciary liability. It shows the process used in making investment decisions. 

Our Accreditations

AIF  www.cfp     CMFC

     

CRPS     NAPFA 

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