Investment Management

It is important for us to know your story, your life path, your goals, before we can recommend specific strategy options for you. Each person or family situation is unique and we do not try to fit everyone into the same plan.  


An integral part of our comprehensive approach to help you get your house in order is investment management. In order for us to do that effectively we need to know you, what your SMART goals are, and what concerns you have.  SMART stands for Specific, Measurable, Attainable, Realistic, and Time Bound.  

Asset Allocation Based on Your Needs

We'll understand your risk tolerance, time horizon, and evaluate the expected rate of return.  We use asset allocation and rebalance portfolios when appropriate based on your needs.  

Investment Policy Statement

Based on the above information, we'll create your Investment Policy Statement (IPS) which will outline the suggested asset mix for you. 

Evaluate and Monitor Performance

We'll analyze existing investments and based on your IPS may make recommendations on what to do going forward. This will ensure your entire portfolio is working together based on your IPS. 


Life is a journey and we want you to be confident that you are on the right path.  The road from here to there is shorter for those who know the way.