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What We Do

Many clients choose our ongoing Investment Management services because they don’t have the interest or the time to properly manager their investments.

Our Philosophy

We believe investors are risk adverse and the only acceptable risk is that which is adequately compensated by potential portfolio returns.

We believe equities offer the potential for higher long-term investment returns than cash or fixed income investments.

We believe portfolio risk can be decreased by lowering the correlation between industry sectors and geographic sectors. Investing globally has also been shown historically to enhance portfolio returns, although there is no guarantee that it will do so in the future.

We believe a combination of active and passive (index-based) investment management styles is most effective.  While passive investment management is well-diversified and effective in some segments of the markets, not all segments of the market are well suited to the passive approach. 

Our Process

We meet with you to assess your financial situation, identify your goals and needs, and determine the appropriate level of risk for your portfolio based on your goals and your capacity and tolerance for risk.

Together we formulate an Investment Policy Statement that documents your expectations and sets guidelines for how the portfolio will be managed.

We construct a diversified, tax efficient portfolio based on the Investment Policy Statement.

We monitor your portfolio on an ongoing basis and rebalance or make changes as necessary. Charles Schwab provides monthly account statement and Act Two provides quarterly benchmarking performance reports.

We meet periodically to discuss any financial planning updates, revisit your goals, and review the investments in your portfolio.  Many clients meet with us quarterly, others prefer to meet once or twice per year. You choose. 

Get Acquainted meeting

We offer a complimentary 45 minute “Get Acquainted” meeting. 

Contact Us