Services

Research

There are literally thousands of investment possibilities. We research Exchange Traded Funds or ETF’s and Mutual Funds which consist of Stocks, Bonds, Real Estate, Fixed Income and other possibilities to find what we consider to be the best investment criteria according to our analysis methods which has the potential for helping you reach your goals.

That being said, we generally believe proper Strategic Asset Allocation, has the potential to deliver the experience you need.

Implement

Once the proper research has been accomplished, our investment team, along with our CIO, Douglas Reed, begin to implement the managers, funds and strategies for our clients.

Portfolios are re-balanced or modified as needed to ensure growth, income and preservation.

Monitoring

We monitor the investment portfolios, their model allocations and the managers for performance. If there is a reason to change managers, our investment team meets to go over possibilities and we make the changes necessary which we believe will lead to the best results for our clients.

It’s more than just monitoring investments. Monitoring economic growth, political movements and changing technology trends can affect investment outcomes. Ultimately, we feel our goals are aligned considering that the better you do, the better we do as well.

As a partnership, the advisor and client work together to make sure your investment and retirement plans are as solid as possible!

We stay on top of it – for you!