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Our Approach to Investing

Client Centered

1. Start with a plan. Select a stock/bond allocation based on your goals and time horizon.

2. Have separate cash reserves.

3. Know your risk tolerance. Be prepared.

4. Asset allocation is a time tested strategy. Employ a broad range of asset classes. 

5. Utilize high level money managers for individual stock selection.

6. Disregard market timing.

7. Make timely adjustment to portfolios. 

8. Aim to Minimize investment costs.

9. Focus to Minimize taxes on investment gains. 

All investing involves risk including loss of principal. No strategy, including but not limited to asset allocation, assures success or protects against loss.  Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.