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Portfolio / Investment Management

Let's Get Your Money Working For You

Investment Selection

We’ll get to know your personal financial philosophies and your specific investment risk tolerance to guide us in making the best choices for you. Choosing individual investments requires time, research, and monitoring, so let us put our knowledge and experience to work! Our goal is to design portfolios that keep you comfortably invested to meet your long-term objectives.

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Monitoring and Managing Your Investments

Investments and portfolios are not static. They require ongoing monitoring and rebalancing to help ensure they meet your objectives. We have a process driven investment selection and monitoring program in place.  We use your detailed financial plan as the measure of success in meeting your long-term investment goals.  Developing a detailed financial plan takes time but we have found it's the best tool to use with clients when evaluating how they are doing.

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Work Hours
Monday - Friday
9:00am - 5:30pm

Direct cell access 24/7