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Our Investment Philosophy

OUR INVESTMENT MANAGEMENT DISCIPLINE SEEKS TO REDUCE PORTFOLIO VOLATILITY AND RISK, WHILE CAPTURING ASSET APPRECIATION.

Our goal is to help you advance and protect what is most important to you and your family. Through our tactical approach to asset allocation and investment planning, we seek to develop strategies to help:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Optimize your portfolio to generate growth and outpace inflation
  • Programs

To accomplish this, we identify your short- and long-term objectives, income needs, timelines and comfort with risk. We then work with you to build a well-diversified, actively-managed portfolio of global assets that may include stocks, bonds, annuities and alternative investments. Alternative investments may include precious metals, commodities and income-producing real estate programs, structured to suit your life stage, goals and risk tolerance.

We seek to advance your portfolio using tactical offensive allocations while maintaining a strong defense against risk.

  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • We closely monitor each portfolio and adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we seek to effectively manage risk and help protect your investments from extreme market volatility.   

No strategy assures success or guarantees against loss. Investing involves risks, including loss of principal and fluctuating value. Tactical allocation may involve more frequent buying and selling of assets and will tend to general higher transaction costs. Investors should consider the tax consequences of moving positions more frequently. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Precious metals investing involves greater fluctuation and potential for losses. The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings. Investing in real estate securities involves special risks including market risk, company risk, real estate investing risk, real estate securities risk, interest rate risk, small-cap risk, credit risk, income volatility risk, prepayment risk, extension risk and foreign investment risks, and may not be suitable for all investors.  

CONTACT US TODAY TO LEARN MORE ABOUT PROTECTING A LIFETIME OF ASSETS.