Managing your portfolio is a full-time job and if done properly, can generate higher returns with lower risk over long periods of time.

Don't leave your financial future to chance. Let us do the heavy lifting for you - specifically for you.

A customized account built around your unique goals, objectives, and preferences

Guidance and communication so we are on the same page and expectations are known

Continuous monitoring and managing of your portfolio so your time can be spent on the activities you enjoy

Our process

  • 1.

    Discovery

    In order for us to properly manage your portfolio, we go through an in-depth discovery process to understand your goals, objectives, personality, current financial situation, limitations, risk tolerances and anything else that helps us serve you as well as we could.

  • 2.

    Strategy and Implementation

    With a full understanding of your unique situation and mutually agreed upon expectations, we can develop a proper investment strategy and construct a portfolio to meet your stated goals. We then begin to methodically implement the strategy with regards to the current economic environment.

  • 3.

    Rebalance and Review

    On an ongoing basis, we will rebalance your portfolio to desired asset allocation ranges and/or position limits, including repositioning when tactical decisions warrant a change in strategy. We will also review your portfolio and objectives with you annually to consider changes in your situation and potential changes.

Investment Plan Documents

After an in-depth discussion that helps us get to know each other better, we will create an Investment Policy Statement documenting the appropriate strategy, investment vehicles, and expectations

Goals and Objectives

Your investment portfolio should reflect your goals and objectives, whether they are a specific return, a specific amount of income, or a goal to leave assets to next of kin.

Risk Tolerance

Oftentimes an investment strategy is not consistent with an investors risk tolerance - which is a limiting factor that we incorporate into our strategy in order to increase the probability of reaching your goals.

Other Factors

Risk and return are just two variables in an investment strategy. You may want to leave a certain amount to your children, donate to charity, or have certain tax implications that must be accounted for in your investment strategy.

Interested in Portfolio Management Services?

Call for a free consultation to determine if we are a mutual fit to work together to achieve your financial goals.

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Asset Allocation Strategy

Our investment management philosophy is that active management could enhance returns and/or reduce risk over time by considering the macroeconomic environment, opportunities and risks within asset classes, and fundamental factors driving performance for each investment vehicle, whether an ETF, individual security, or other instrument.
Once we determine the details of your investment profile, we use a combination of both passive and active ETFs and Closed-end fund to gain exposure to asset classes or strategies we find attractive. When asset classes are efficient, we emphasize passive instruments that track an index, while using active ETFs or individual security selection when asymmetric returns are identified.
Index ETFs
Actively Managed ETFs
Sector ETFs
Factor ETFs
Individual Securities
Alternative Assets

The Portfolio Management Process

Portfolio Construction

Investment Selection of passive and active ETFs as well as individual securities and alternatives. Diversification across a number of uncorrelated asset classes to minimize concentration risk. And positioning allocation as well as sector and individual limitations to manage risk.

Portfolio Monitoring

Macroeconomic analysis and research to forecast potential risks and opportunities. Industry and asset class analysis that drives our tactical allocation decisions. And monitoring of individual positions for fundamental drivers. Portfolio monitoring is an ongoing activity even if not reported.

Portfolio Rebalancing

Tactical allocation based on business cycle assumptions and underlying analysis of asset classes and strategies. Buy Low/Sell High rebalancing to ensure the portfolio is optimally positioned relative to our intended strategy. And tax-efficient investing to take advantage of tax-loss harvesting and asset location strategies.

Fiduciary - Fee-Based Model

Our fiduciary approach to managing your investments means that our interests are aligned. We perform well when you perform well. Our fates are tied to the performance of your portfolio.
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