Professional Investment Management

What sets us apart from the competition is our approach to investment management.  A majority of our clients rely on us to tactically manage their investment portfolios in discretionary investment models tailored to their specific goals, objectives and risk profile.  Once your roadmap has been defined, we apply our core set of navigational tools that are built on our own proprietary investment management strategies.  It is these unique navigational tools that set us apart from our competition.  We believe navigating our clients toward financial success requires a proactive approach to wealth management that is focused on measuring levels of risk in the financial marketplace to protect their portfolios against downside losses.  This allows us to take a tactical approach to reduce exposure to areas of the market when the level of risk goes above what has been defined by each individual client. 

While we could outsource your portfolio to outside money managers, we feel the volatility and ever changing landscape of the financial markets requires a more hands on approach to investment management to monitor and react to changing risk levels.  We believe it is our committment to our clients to be able to say that we are truly navigating their financial roadmap with them to keep them on the path to financial success and avoid being detoured by the significant declines that are happening more and more frequently. 

We encourage you to take the time to schedule a meeting with us to learn about our tactical investment strategy.  If you would like to know more please fill out some information on our Contact Us page.