Top

Investments

Investment Management

“Let us concentrate on your wealth management, so you focus on what matters to you most.”
— Julie C. Bryan
 
 

Investment Management

The time we take gaining a thorough understanding of your financial situation, your tolerance for risk and your investment goals is the most valuable time we spend. It helps us to create an investment plan and portfolio tailored to your needs. Then we personally and periodically review your portfolio to ensure it continues to be appropriate for your situation over time. 

Capitalize

on our strength

Strategic asset allocation, rather than market timing, has a greater influence on investment returns over long periods. We believe in disciplined and independent investment analysis, diversification and strategic asset allocation. Using independent research, we manage your assets to meet your cash flow and growth objectives, and to dovetail with your tax, retirement and estate planning strategies. Moreover, at your direction, we can develop a plan of action that avoids investments inconsistent with your social and personal beliefs.

SOAR

with our knowledge

Strategic asset allocation and diversification are also essential to minimizing your vulnerability to market volatility. Overall portfolio behavior is monitored to ensure it remains consistent with your tolerance for risk. Our goal is to construct a portfolio that speaks to your particular needs. You can count on valuable and accurate statements that you can access through our secure client website or in a paper version.

While others may use the same formula for all their client portfolios and use their access to you to sell financial products, our approach is different. We never make commissions by selling mutual funds or other products to our clients. Our only source of revenue is the fees we receive directly from our clients.

"We don't sell products, we sell knowledge. What really sets us apart is not just our investment expertise, but also our passion and drive to help each client thrive.” –Stuart Allen