One of the most important factors of investing is discipline. It is also one of the hardest aspects of investing for most individuals. We help clients understand their behavior and build their discipline while making intentional choices about how best to take advantage of opportunities and mitigate risk.
We determine a portfolio's objective by understanding our investors' needs, time horizons, risks and tax situations. We then choose the asset classes to fit the objectives and fill in these asset classes with prudent investments we select based on a strategic approach. This strategic approach recognizes the benefits of passive strategies as well as active management to benefit from current opportunities in the markets while staying long-term focused.