Have you ever wondered if your investment strategy is the same as most of the other clients at the firm you are currently using? Have you felt like after a 10 question test you have been stuck in one of five boxes of portfolio management? Do you know if your strategy is as unique as you are?
Our belief is, that everyone is different; age, risk tolerance, income, liquidity concerns, health, charitable inclinations, family makeup, experience, tax bracket, the list goes on and on. So why should you be stuck with an investment plan that wasn’t customized based on what you want and what your finances are? We will take the time to get to know you and to provide solutions that enable you put together an investment portfolio that reflects your own wants and needs. Understanding these principles and strategies can help you avoid some of the pitfalls that catch some investors unaware.