Based upon a foundation of a well-diversified portfolio of stocks and bonds, our personalized investment strategies have helped lead our clients toward the achievement of their financial goals for more than 30 years.
During the development of your investment plan, we discuss the various strategies that we believe have the best chance of successfully meeting your objectives. Although there are many choices, understanding the pros and cons of an investment strategy or product is essential in determining the best approach for you.
We believe that a personalized investment strategy should be based upon the following principles:
- Easy to understand, implement, administer, and monitor
- Cost effective and tax efficient
- Diversified, but avoids the clutter of owning an abundance of investments
- Based upon your needs for income and growth, as well as your risk tolerance
Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.