Portfolio Management

Based on your individual needs and risk tolerances, we will construct a portfolio that best suits your situation. Since we are Independent, we do not have to follow any company’s prefabricated investment strategy that is managed at some distant corporate office, but instead can personalize it to your liking. We work with primarily no-load mutual funds in the construction of the portfolios. Monthly we review and send out personalized summaries to each and every one of our clients no matter the amount of assets that we are managing for them. In the very easy to read and understand summary, we give you our general market analysis, as well as a personalized note, if needed. These summaries are the foundation in keeping the partnership strong with our clients. We never want you to wonder how your portfolio is performing, what we are thinking, and how you are invested.