Portfolio Management

We benefit our clients and add portfolio value by focusing only on factors within our control, like managing expenses and portfolio turnover. We build and manage your portfolio through a disciplined, defined process, rather than decisions based on hunches or prognostications.

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

There is no ‘one size fits all” portfolio management that will work for everyone.   By offering a variety of investment strategies, we can “custom fit” your portfolio to reflect your goals and risk tolerances.  We understand that portfolios evolve over time.  With regular review meetings, we can evaluate and adjust your strategy as life changes bring new components into focus.