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Investment Management & Portfolio Design


Our investment management process starts with developing a clear understanding of your unique financial picture, including your:

  • Investment objectives
  • Current asset allocation mix
  • Expected and required cash flow
  • Risk tolerance

With that knowledge in place, we will collectively analyze what investment strategies best reflect your unique financial and life needs. From there, our team recommends and implements your approved strategies — supported by our access to world-class institutional money managers and a broad spectrum of alternative investments.

As an independent financial firm, we can choose from an unlimited investment network and design more diverse portfolios for each client we serve. As a result, we will focus on finding investments to fit your goals — rather than making you fit into a limited selection of predetermined portfolio models. This environment helps ensure that you receive:

  • Full access to the investment landscape
  • Portfolios designed to reflect your specific financial needs
  • Asset allocations that are broadly mixed to help minimize risk across your portfolio

In addition, a third-party custodian holds most of the assets we select, creating an additional layer of oversight that we believe is highly important.

Get Started

To speak with one of our Certified Financial Planners™ today, call (410) 252-4555 or contact us online.