Investment Management: Why Us

With years of investment experience, come see why our clients rely on our expertise.

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Are all Investment advisors the same?

No, not at all. Many of my clients previous advisor portfolios had mutual funds or antiquated investments that are often expensive and under performing. I also see other advisors using third party asset managers that drive up fees and expenses to their clients. We avoid these missteps to keep your costs down and to help improve your performance.

What we do Differently

  • We Manage Millions of Dollars in Portfolios Daily

  • We Incorporate Analytical Software to Test Our Portfolios

  • We Use Individual Stocks, ETFs and Bonds to Lower Your Costs

  • We Use Limit and Stop Orders to Protect Your Gains.
  • We Backtest Our Portfolios to Maximize Our Success

  • We Provide Our Clients with Investment and Correlation Reports

  • We Utilize LPL Financials Research Team of Investment Professionals

For more on our investment process. Read More

Not only do we do extensive research daily we also rely on our research team at LPL Financial for economic and market research that we utilize in our portfolios and share with our clients. For more on our LPL Research Team click below.

Free Portfolio Analysis

We offer a free portfolio analysis to prospective clients that are interested in our services. It’s a great way to get a second opinion on your current portfolio and to see how it stacks up against our portfolio.

Portfolio construction

We use risk profile tools to understand our clients’ needs and use advanced portfolio analytic software to build specific portfolios to meet their needs. We use these tools to back test our portfolios risk and return and use them in maintaining the portfolios as the risks and environments change. All of these factors help us maintain our investment portfolios and help us with the ongoing management that is necessary to serve our clients’ needs. To understand how we build winning portfolios Read More

For more information on our investment management services and if they’re right for you please feel free to Contact Us.

market information

Track all markets on TradingView
Track all markets on TradingView

To discuss your investments & wealth management needs, please feel free to reach out to us.

 

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