Investment Approach

Professionals meeting in lobby.


Having each client complete their investment plan goes a long way in determining the asset allocation that will be utilized.  We try to use a combination of third-party, fee-based managed accounts on a transactional basis.  This helps us keep our overall cost low, while remaining nimble in the market by taking advantage of opportunities without disrupting the client’s investments held with managers.


Review Meetings & Ongoing Communication

Performance conversations are conducted on a quarterly basis.  Big-picture updates typically occur every year; however, we believe ongoing communication is necessary to appropriately react to life events.

Each meeting is an opportunity to review your plan and discuss if there have been any changes that need to be incorporated, followed by a review of the previous quarter’s performance.


Asset allocation does not ensure a profit or protect against loss.