Investment Management Overview

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Our investment management process begins with an assessment of needs, resources, and goals.

  • Do you prefer current income, asset growth, or both?
  • What is your time horizon and your tolerance for risk?
  • Do you have tax or legal considerations?
  • Do you want to avoid – or emphasize – certain types of companies?

Answers to questions like these help us determine your investment profile and recommend an asset allocation based on specific objectives and requirements.

We believe that our clients are best served by a team of investment experts rather than a single portfolio manager. Each member of our investment team specializes in a particular asset class, sector or market. Guided by senior advisors , the team designs portfolios to meet objectives that range from very conservative to aggressive. Security allocations within each portfolio are monitored carefully and change over time as markets and economies evolve.

Our primary goal for all portfolios is to achieve favorable long-term returns without taking undue risk.