Because every investor has distinct values and goals, we begin our work by conducting a comprehensive initial assessment of each client’s current financial situation and future aspirations. We analyze this information to design strategies that will optimize and diversify the portfolio in order to achieve the client’s goals. Once these strategies have been implemented, we closely monitor and measure the performance of the portfolio to ensure that it remains true to the client’s long-term goals. We meet with each client on a regular basis to report on their portfolio’s performance, make any adjustments as needed and to answer any questions that arise. Through this close contact, we are able to keep each client on the path to reap the rewards that a disciplined and long-term approach can deliver.
We believe that having a diversified, well-balanced portfolio, following long-term buy-and-hold strategies, and having patience, increases the likelihood that one will achieve their long-term financial objectives. We believe that low cost mutual funds that consistently perform above average against their peers are wise choices.