We will collaborate with you to address your portfolio objectives, discuss when money is needed, and determine your overall risk tolerance before making any investment recommendations. This allows us to design a portfolio specific to your financial objectives and risk attitudes. We will also consider the costs of investing and any tax consequences to your portfolio design. We strive to provide an educational environment where you feel comfortable asking questions and are confident in both your investment choices and your ability to meet your financial goals.
Our investment approach combines top-down global macro-economic analysis with an actively managed tactical asset allocation approach.* This method seeks to achieve results, tending to out-perform both the conventional “buy and hold” and the inconsistent “market timing” investment approaches.
Feel free to call or email us with questions about our Wealth Management philosophy and tools. We are always available to offer a complimentary second opinion on your current portfolio.
*Tactical asset allocation may involve more frequent buying and selling of assets and may tend to generate higher transaction costs. Investors should consider the tax consequences of moving positions more frequently. Asset allocation does not ensure profit or protect against loss.