Investment Management

Steady plodding brings prosperity, hasty speculation brings poverty. Divide your portion to seven, or even eight, for you don’t know what misfortune may occur.

King Solomon (Proverbs 21:5 & Ecclesiastes 11:2)


All investments involve risk and reward. Most wise investors will diversify their portfolio to help reduce risk. We will take the time to understand your unique needs and develop a diversified investment strategy based on your goals, time horizon and risk tolerance. Once we have agreed on an investment strategy, we’ll help you invest appropriately using multiple asset classes. We will monitor your portfolio and rebalance it to maintain diversification. We also manage those things that are controllable such as expenses and tax efficiency. As your goals, time horizon or risk tolerance change, we will adjust the portfolio accordingly and help you stay on the right path.