Investment Management

Our planning-based investment process addresses the two primary concerns of most clients, whether they are growing assets, saving for large outlays or planning for retirement:

Organization Chart

Our managers use in-house and outside research in order to develop our managed investment modules.  Each investment module is created to fulfill a specific purpose within an overall portfolio.  Of utmost importance is reviewing client portfolio performance versus personalized return benchmarks established in their plan. We can then effectively monitor each client portfolio and strategically adjust it as markets evolve and objectives or needs change over time.