Asset Management

Financial planning is typically the first step in the asset management process. Together, we identify your goals and priorities, then we work with you to create, implement, and monitor an investment strategy to help you reach your goals. We believe appropriate asset allocation is the foundation of successful asset management. Depending on your unique situation, we couple strategic risk-based asset allocation investment strategies with tactical, alternative, and individual fixed income security asset management strategies.

Taxes and fees can be a drag on investment returns. Therefore when appropriate, we implement strategies that are tax efficient, including ETF and municipal bond portfolios. We also strive to deliver investment solutions that are cost-efficient for clients with varying amounts of investable assets.

We’re an independent registered investment advisor (RIA) and we utilize Charles Schwab & Co. as our primary custodian. As an independent RIA, we do not have any proprietary investments. We utilize a number of industry leading third-party money managers to bring institutional quality asset management solutions to our clients. Among the managers we use are Morningstar Managed Portfolios, Ladenburg Thallman Asset Managment, Litman Gregory, Dana, and Nuveen.

We provide our clients the opportunity for an annual review of their investments, during which we review investment accounts and ensure portfolios remain aligned with their goals. Our clients can view all of their investment accounts with our firm through one consolidated website.

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