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Investment management strategies

Customized for your needs

Just like people, financial circumstances, goals and life stages are unique. That’s why we tailor our strategies for your portfolio management and financial planning. We don’t just say that. We’re set up to deliver on customization. As an independent financial firm, we’re not tied to any investment companies. We do not have proprietary funds or sales goals. What’s that mean for you? The investments we recommend have one focus — they’re the ones that fit best for you.

Summary of Fee-Based and Actively-Managed Accounts

  • Various models ranging from conservative to aggressive
  • Designed to capture up-markets and limit downside exposure
  • Technical expertise to identify opportunities in the stock and bond markets
  • Analysis of opportune sectors to add top-performers to portfolios 
  • Applied annual fee based on account size

Summary of Passive Commission Accounts

  • Investments based on client risk tolerance and time horizon
  • Allocate into investments with the plan to buy and hold long-term
  • Commission on buys and sells depending on investment type and size


We're Here to Answer Any Questions

If you're unsure which account type works best for you - reach out today. Whether you'd like to hear pros and cons of each option or more information on the fee structure - we're here to talk through any of your questions. 

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