Portfolio Management

We take a disciplined approach to investment management. This approach will identify your Family Index Number, which will tell you the rate of return that you need to make your money last to age 100. In choosing your core allocation, we take into consideration your risk tolerance, income needs, and time horizon. We then work with a team of professional research analysts comprised of Chartered Financial Analysts and CERTIFIED FINANCIAL PLANNER™s, to build your investment portfolio. Tax free income is also a very important part of our portfolio management process.

Investment risk management is critical. Let’s face it, nobody likes losing money. That is why our portfolios include strategies designed to hedge against market down turns. We are not saying your position won’t go down, because it will, but what we are saying is that hedging can work to limit losses. Ask us how it can work for you.

Disciplined investment strategies