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Investment Management

GOAL-ORIENTED INVESTMENT MANAGEMENT

We offer a goal-oriented investment management philosophy. Our portfolios are carefully designed to each client’s unique situation and use individual stocks and bonds for greater control. By hand-selecting stocks and bonds for each portfolio, we can strategically plan the timing and magnitude of capital gains. In addition, we are better able to project future income.

Our team develops your portfolio using a combination of our investment management strategies and bases it on the following:
 

  • Goals and objectives for both yourself and your family
  • Your risk tolerance
  • Expectations for capital growth and need for income

WHAT TO EXPECT WITH OUR INVESTMENT MANAGEMENT SERVICES?

  • Risk-averse investing focused on achieving your long-term goals 
  • Investment decisions that draw on over 35 years of experience navigating complex markets
  • A diversified portfolio of individual stocks and bonds crafted to meet your growth and income needs
  • A long-term investment approach with a focus on owning good companies, rather than just good stocks
  • A process that considers both the macro-environment (big picture) as well as a fundamental analysis of each company

HOW DO WE SELECT SECURITIES?

Our approach uses both “top-down” and “bottom-up” analyses. This provides a view of the bigger picture as well as detailed analysis into the individual securities considered for each portfolio. Only companies that satisfy requirements for both our top-down and bottom-up analyses are considered for inclusion. For additional details, click the “learn more” link under the how we select securities section below.

CAN WE CUSTOMIZE PORTFOLIOS TO YOUR PERSONAL SITUATION?

Our Advisors use information gathered from client meetings, goal discussions, risk tolerance questionnaires, and financial plans to develop individualized, goal-oriented, and balanced investment portfolios. Each portfolio consists of a mix of different investment strategies that range from higher risk to little-to-no risk. In addition, our advisors customize necessary elements of our investment management process to each client’s particular situation. Ways in which we customize portfolios include:

  • TAX-SENSITIVE INVESTING: We can spread a sizable taxable event over multiple years to reduce an individual’s total multi-year tax burden. In addition, we can help avoid important tax triggers that may have an outsized effect on overall finances.
  • LEGACY POSITIONS & RESTRICTED COMPANIES: This may include holding a position in a company not included in our investment strategies or intentionally not investing in specific companies for reasons personal to the client.
  • OTHER: Our process allows us to work within various investment constraints.

Questions?

Please let us know if you have any questions about our firm or our services. One of our Wealth Management Advisors would be happy to assist you.

MEET WITH AN ADVISOREMAIL OUR TEAM

How We Select Securities

TOP-DOWN APPROACH

Our top-down approach analyzes and provides an overview of the macro-economic environment, or the broad economy. This includes trends in overall global economic growth, employment, inflation, and more. Once complete, this analysis is used to determine sector allocation within our investment management strategies.

BOTTOM-UP APPROACH

Our bottom-up approach looks at individual securities (stocks and bonds) in detail. We carefully compare each security or company to its sector and competitors. As a part of our analysis, we consider the company’s financial situation, management team, business strategy, ability to adapt, and track record.

Simplify your finances.

We take a comprehensive approach to investment management. Our suite of services is designed to help you achieve your goals, ensure your family is taken care of, minimize your tax burden, and protect your legacy.

OUR SUITE OF SERVICES

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