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Investment Management

Our goal is to help you protect and grow what is most important to you and your family. We develop investment strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth while preserving principal

As independent investment advisors, our focus is on your long-term success, not daily market fluctuations. Our recommendations will help you put a strategy in place that is appropriate for your specific goals and the time horizon associated with each objective. We will work with you to determine the right asset allocation for your portfolio, and recommend suitable investments that offer the diversity required to help minimize risk as you pursue your goals.

An Emphasis on Due Diligence 

LPL Financial’s open-architecture investment platform and stringent due diligence provides us with access to a universe of products to select from in constructing your portfolio.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified, and managed. We seek to create investment strategies tailored to your needs that may include:

  • Cash equivalents, such as money market funds
  • Municipal, treasury, and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

*Alternative Investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.