We have extensive experience investing our clients hard earned money in the stock market. Our approach is based around time tested philosophies centered around asset allocation and behavioral finance.
Step by Step process we take to build your portfolio.
Goals & Objectives
We start by understanding what you are trying to accomplish. Are you looking for growth, income, tax sensitivity or simply to beat inflation? We have custom portfolios that fit your every need.
"It's not about how much money you make; it's about how much money you keep."
- Robert Kiyosaki
Risk vs. Reward
Would you lose sleep if there was a market correction? If the answer is yes, then we need to plan for that. A guided conversation and risk assessment give us the information needed to build a risk adjusted portfolio.
We compare historical performance as a benchmark but we always want to be forward looking. Having this approach helps get in front of performance instead of chasing it.
Although we use a traditional asset allocation approach we have added a non-traditional layer to provide additional diversification.