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A Disciplined Investment Process

The hallmark of our investment management is personalization and discipline. Not only will we develop a personalized program tailored to your individual needs and goals, but we also employ a disciplined approach to money management.

Our process enables you to align your investments with your personal beliefs and values. We seek to understand your goals and provide financial solutions based on your core values and what is truly important to you.

This includes:

  • Assessment of goals, objectives and your risk tolerance
  • Creation of an investment portfolio and ongoing review
  • Asset allocation modeling and portfolio structuring
  • Third-party investment firm analysis and selection
  • Ongoing risk management, attribution and performance reporting

We work with you to develop appropriate, diversified asset allocation strategies to help minimize risk and maximize return. Of course, it’s important to realize that diversification does not guarantee positive results; nor can it eliminate the risk of investment losses, including loss of principal. We monitor the investment managers in your portfolio to confirm that they are fulfilling their stated objectives. Also, we rebalance your portfolio on a regular basis, ensuring it stays in alignment with your stated investment goals.

Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth. ~ Ecclesiastes 11:2