By listening and talking with our clients, we gain an understanding of their goals, time frame, and tolerance for risk. Our mission is to work closely with each client, to assure individual attention to their portfolio needs.
Our approach is to develop an asset mix between bonds, mutual funds, and stocks, that is tailored to meet our clients’ financial goals.
We believe knowing what you own, buying at the right price, and minimizing stock exposure during a bear market are the keys to long term success of your investment portfolio.
Every portfolio has a particular asset allocation, agreed upon by both the client and the advisor. We use a rigorous analytical process to select investments that we believe have the maximum potential to produce results consistent with the client’s investment policy.
The process uses independent sources for research and information, including, but not limited to, Morningstar, Charles Schwab, Lehman Income Securities, SeaCrest Investment Management, LLC, and Investech Research.
Although there are many investment management methods in use today, as independent fee-based advisors, we are free to choose and utilize those methods that we feel have the best potential to meet our clients’ needs.