Investments

Our advisors are fiduciaries. That means we are ethically bound to act in our client’s best interest.

We use fundamental and technical analysis tools, plus our decades of experience, to build portfolios for our clients.

We only use stocks, exchange traded funds (ETFs) and mutual funds from well respected investment companies. These investments are liquid every day to buy and sell.

You can see your investments in your personal client portal. You can also look up the investments with ticker symbols every day on the internet. 

We use Fidelity as the custodian for client accounts since many clients use Fidelity for their 401ks at work and it is a company they know, like and trust.

We ask our clients a series of questions to understand their risk tolerance so we can work together to select the investments that you can feel are appropriate for you.

We actively manage your investments in a discretionary manner. We are not a buy-and-hold firm and we will actively look for opportunities, as well as do our best to preserve what you have accumulated.

Some advisors have outside vendors manage the portfolios for their clients. We personally manage your assets ourselves to ensure they are consistent with the your goals and risk tolerances and change to match market conditions over time.

We use tools to back test portfolios to look at historical past returns. We also have tools to stress test looking forward using factors such as interest rates, inflation, recessions, housing, and geopolitical events to build and optimize client portfolios.