Investment Planning

QuotesThe proper construction and successful management of investment portfolios entails considerable thought, experience and knowledge. So, while the advice “don’t put all of your eggs in one basket” is sound; it certainly is not complete.

We begin with a thorough understanding of our client’s goals — goals to attain wealth, as well as goals to restrict losses. It is the diligent sifting of this information through multiple scenarios that permits us to recommend a portfolio that hopefully meets both goals — risk control and wealth accumulation.

The results are then reviewed jointly with clients, focusing on multiple time periods to attempt to determine the optimum asset allocation and range of expected results. After a strategic asset allocation has been agreed upon, specific investment vehicles are selected. These may be in the form of individual securities or managed assets such as mutual funds, but in no case are commissions received from the sale of these investments.

In today’s world information is not only cheap; in many cases, it is free. However, information requires experience before it can become knowledge. And knowledge is necessary to navigate the waters of investing.

So consider our experience and knowledge for your investment needs.