Investment Management

Beyond retirement planning, we offer comprehensive financial planning. A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Depending on your needs, your financial plan may incorporate college planning, retirement planning, debt management, cash flow analysis, and other strategies.

Your financial needs may also require investment management. We utilize a proven process focused on using low-cost investments and disciplined, tax-efficient strategies. Each client's needs and investments are different, therefore we are able to utilize passive and active management based on academic research and fundamental portfolio theory analysis.

Through a consultative process, we work closely with you to not only create a personalized portfolio, but to also implement and monitor your strategies on an ongoing basis. We have access to a wide range of investment vehicles, including:

  • Stocks
  • Bonds – taxable and tax free
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Certificates of Deposit
  • Government Securities

Throughout this process, we can coordinate with other professionals, such as Attorneys and CPAs, to take a holistic view of your situation. Once a financial plan is established, we regularly meet on the performance of clients’ portfolios and make changes and updates. Client engagement is one of our top priorities.