We combine the power of experience and technology to provide you a balanced approach to portfolio management. We implement a diversified and transparent strategy aligned with your financial needs and goals. Our strategy is supported by our internal and proprietary economic and company level research processes. This strategy is supported with partnering with Value Line and Morningstar to help us validate our positioning.
We utilize stocks, stock options, bonds, and cash as our investment vehicles. While we may use Exchange Traded Funds to ensure proper diversification depending on your portfolio size, we invest in actual retail bonds for proper diversification of asset classes (versus investing in “bond funds” which are traded as equities). We calibrate and tailor the positions to each individual based on an Investment Policy Statement (IPS) and your financial plan.
We provide discretionary services, meaning we retain the authority to buy, sell, or hold your portfolio positions. We have no account minimums and can help you open your first investment account. We offer qualified (e.g. IRA, Roth IRA, 401k)and non-qualified accounts (brokerage).