We'll be closed on Monday, June 19 observing Juneteenth.
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Custom Portfolio Construction
Access to World Class Investment Experts
Local Investment Committee Oversight
Our Investment Team is Committed to You
Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.
You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.
Investment Management Services
We use your Risk Number® to help you invest according to your own risk tolerance level.
How we manage your portfolio:
Our Team
- Dedicated Investment Team including CFA® charterholder and CFA® level 1 candidate
- Service to over 1,400 clients with assets of approximately $1 billion
- Committed to continued education and learning
- Both internally and externally regulated by various committees and boards
Our Commitment
- Consistent investment monitoring
- Dependable economic updates
- Regular account performance reporting
- 24/7 Online account access
- Dedicated to helping you achieve your financial goals
Our Practice
- Provide comprehensive financial solutions at every aspect of your life
- Customized asset allocation based on risk tolerance and goals
- Periodically review of portfolio securities and allocation
- Examine the economic environment and monitor the impact to our offerings
Our Investment Management Team
