INVESTMENT APPROACH

Positions with Purpose: We believe every position in your portfolio should serve a specific purpose and we are committed to communicating that purpose so you can understand your portfolio and feel financially empowered.

Total Returns + Risk Management = Maximum Portfolio Longevity: Every portfolio has a point of diminishing longevity when too aggressive or too conservative, especially while taking distributions in retirement. We believe in customizing portfolios based on your goals, risk tolerance and time horizon to find a balance of income, total returns and volatility to fund your budget, weather severe market contractions and maximize portfolio longevity.

Core-Satellite Investment Approach: The core of each portfolio consists of passive investments that track major market indices, such as the S&P 500. Additional positions, known as satellites, are added to the portfolio in the form of actively managed investments with the goal of generating above market returns and/or income. While we feel the current investment environment favors an overweighting to satellite opportunities, the ultimate sizing and implementation is customized to each client.

Portfolios Customized to your Goals: Our methodology is universal but the application of it is catered to you. Every portfolio is customized with your needs at the center of each investment decision.