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Investment Management

As CFA Charterholders and financial advisors, we utilize a rigorous investment management process that tailors to your personal goals and values.

Our investment philosophy is centered on the idea that a long-term, disciplined strategy offers the greatest likelihood of success. We believe that asset allocation and diversification, not market timing, determine the vast majority of investment results.

We develop personalized investment strategies that align with your risk tolerance and longterm goals. We work with you to provide comprehensive portfolio management and ongoing investment advice as it relates to equities, fixed income, and alternative investments.

Our investment process requires extensive due diligence and analysis. This allows our strategies to be transparent, tax-efficient, and opportunistic while attempting to maintain an appropriate level of risk. We believe in the long-term effects of compounding, a concept Albert Einstein called the “Eighth Wonder of the World.”

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.