Investment Management provides ongoing, active management of our client's investment portfolio. We utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. We discuss our financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. The client's portfolio is managed within the overall guidelines of this Investment Policy Statement. We provide our clients quarterly performance reports and schedule periodic personal meetings.
Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives.
We look forward to working with you to support your financial success. Contact us to schedule a consultation.