Investment Management

A primary component of your plan is establishing clear guidelines of how your investments are managed and an asset allocation appropriate for achieving your unique goals. Each investment utilized has a specific purpose and fills a need within your plan.

When implementing and managing your portfolio, we take care to ensure that each investment you own is held in the most advantageous account. For instance, it is more efficient for some investments to be held in an IRA or 401(k) account, while others are better owned in a taxable account or Roth IRA.

We conduct ongoing monitoring of your investments so they can be evaluated and rebalanced as needed. This review keeps your investment portfolio in line with your plan and on target to meet your goals.

We keep you informed through regular communications, quarterly reporting, and an annual in-person review to know how you are progressing with your plan.