Investments

We feel a sound investment strategy is tied to a sound financial plan. Your investments should work for you so that you can pursue your goals. Our key philosophy for managing investments is:

Knowing your goals and time line for achieving them is a necessary step in determining how much you need to be saving and investing and what the appropriate investment strategy ought to be. Shorter-term goals may be met with lower-risk investments, while longer-term goals can appropriately be met with longer-term investment strategies.

Low costs are the key predictor of long-term investment performance. As such, we pay strict attention to overall costs, including investment fees, trading costs and the worst offender of all — taxation.

We have several portfolio models we use for clients, including core strategic models as well as risk-managed tactical models. We will review the model most suited for your goals and risk tolerance.

Our relationships with Vertex Planning Partners and LPL Financial give us access to many options for specialized investment management. If you need more customized solutions, we have a wide selection of investment management options available to work toward your needs.

Wondering if your existing asset allocation matches your risk tolerance? Take this quiz to see what your existing tolerance is.

What's Your Risk Number?

Investing involves risk including loss of principal. No strategy assures success or protects against loss.