We offer holistic investment management services aimed at addressing your specific financial situation and short-and long-term financial goals. By working with you to determine your unique financial situation, desires, and preferences, we can recommend an overall investment strategy, help you build your portfolio by selecting investment, and allocate your assets to help protect your investments over the long term.
We begin by helping your determine your specific financial objectives and your personal risk tolerance, determined by your financial and emotional ability to withstand volatility and a give degree of loss. We then base the construction of your overall investment portfolio on these criteria, developing an approach that is customized to you. We then work with you to build a conservative, long-term investment approach that is within your comfort levels and positions you for predictable growth with minimal risk. Our core strategy is to leverage the power of mutual funds offered through our custodian, Fidelity Investments.