Our investment philosophy is based on preserving our clients’ wealth while identifying investment opportunities for them that possess attractive return potential relative to their underlying risk.
We are a dynamic manager and adjust our asset allocation, risk profile and manager selection as market conditions change.
Client portfolios are typically broadly diversified among many different asset classes and undergo a diligent manager selection process. We primarily use many different no-load or load-waived mutual funds to create our portfolios, paying careful attention to cost control.
Many of our clients also seek protection from high and growing tax rates. We create and manage high quality tax-free municipal bond portfolios that are designed to preserve capital, provide tax-free income and minimize risk.