Our Holiday Hours: Closing at Noon on December 24th & CLOSED on December 25th for Christmas • Closing at 4:00pm (Kanawha closing at 3:00pm) on December 31st & CLOSED on January 1, 2025 for the new year. Happy Holidays! View all bank holidays
Our Investment Philosophy
Our investment process is designed to provide value to our clients’ financial journey, and our investment philosophy encompasses the day to day disciplined routine by which we serve our clients.
Asset Allocation
Asset allocation and diversification to enhance potential portfolio return and relative safety.
Cost Reduction
Due diligence to offer the best investment managers while keeping cost and expense ratios low.
Commercial Portfolio Management
Continuous portfolio management with your investment goals and risk tolerance in mind.
Expectations
A highly detailed, personalized plan, tailored to your specific financial goals.
Evaluation
Analyze your needs based on time horizon, cash flow needs, risk tolerance, tax status, and goals.
Implement Specific Investments
Oversight of investment selection performance by a variety of committees.
Monitor Results
Monitor portfolio performance, suitability, and market changes.
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