Financial Planning with a Personal Touch

Finding the path to your financial goals 

Every investor is unique, with different needs and goals. We designed our investment approach to embrace that individuality. Whether you’re looking to grow your assets or want to stay conservative and generate income, we’ll build a plan based on your needs and preferences. Our process starts with you.


Understand 

We start every relationship by asking:

  • What do you want to accomplish with your money? 
  • When will you need to access it?
  • How do you feel about taking risk in order to earn a potentially higher return?

Allocate 

At the heart of your investment plan is your asset allocation—that is, the way we divide your money among different asset classes. Our approach stands apart in that it:

  • Relies on the principles of Modern Portfolio Theory1, rather than trying to guess which area of the market will be in favor next
  • Results in a customized blend of funds given the amount of risk you’re comfortable taking

Invest 

In order to identify the right funds for you, our advisors leverage the expertise of The Mutual Fund Research Center. These professionals: 

  • Evaluate thousands of mutual funds and cull the list down to a core group of recommended funds
  • Talk to the fund managers, get to know them, and follow their track record over time 

Monitor 

Our advisors actively manage your account, measuring performance of the individual funds as well as progress toward your goals. You can expect your advisor to:

  • Reach out to you regularly to talk about your account’s performance 
  • Ask about new developments that might affect your plan
1Asset allocation involves the diversification of investment assets across various asset classes (i.e., corporate bonds, small cap growth stocks, etc.). Our asset allocation recommendations are provided by The Mutual Fund Research Center®, LLC (Research Center), using the Nobel Prize-winning concepts of Modern Portfolio Theory, which found that through intelligent diversification one can reduce the investment risks contained in single or limited investment and gains in one investment may help offset losses in another.

The mutual funds recommended for the asset classes broadly represent those asset classes, and are not exact proxies, as asset classes are based on somewhat static definitions. The mutual funds are usually actively managed, with the portfolio managers having some ability to increase or decrease holdings. Therefore, they are not narrowly representative of the asset class.
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