Our approach to asset management is distinctive. We offer you two options so that you have flexibility and can be confident in the management of your portfolio.
Option 1: We not only plan your financial future but manage it as well. We work with you to develop an investment strategy that allocates your assets in a way that matches your financial plan, tolerance for risk and current priorities. Then we design and monitor your portfolio, reporting to you frequently.
Option 2: After we complete your financial plan, you continue to manage your own investments. We remain available for general counsel and advice but do not oversee your investment portfolio.
We want you to have the have the freedom to choose the approach that best fits your needs.