Broker Check


First, we amass a great deal of information about you, your needs and your goals. Second, we recommend the types of accounts we believe your portfolio should include. We choose from a range of taxable investment accounts, as well as non-taxable or tax-deferred accounts like IRA’s and Roth IRA’s, 401k’s, defined benefit plans, and 529’s. Third, we invest your funds across a broad range of asset types. These include cash and cash equivalents, US and foreign stocks, bonds and other fixed-income securities, exchange-traded funds (ETF’s), and other alternative investments. Fourth, we monitor your portfolio regularly, adjusting the asset allocations and individual securities in response to changes in your needs. We take a long-term view of investing, and encourage you to do the same. We’re always available to answer questions about your portfolio or the economy in general: we aim to help you meet your goals.