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Investment Services

As mentioned elsewhere, our client relationships begin with a thorough understanding of your unique financial circumstances and goals.  In addition, we seek to understand what you hope to achieve from your investments over time, and balance that against your personal risk tolerance.  Once we understand this about you, we can recommend a specific investment portfolio for you.  Your portfolio should reflect your risk tolerance, your values and all the wonderful goals you want to accomplish. 

How will we do it?  We have access to a full suite of investment opportunities, and regularly review our offerings to help ensure they are in line with your goals.  We will generally suggest a portfolio mix that is diversified amongst many different asset classes and types of investments, including mutual funds and ETFs and that we feel are appropriate for your personal investment goals.  In addition, we do our due diligence to review any specific recommendations within your portfolio on a regular basis.

For our advisory clients, our review and recommendations are continuous.  In addition, most of our portfolios have automatic rebalancing features that can help ensure you continually benefit by capturing any potential profits made in various areas of your accounts.

We understand that investing for the long term can be stressful, and includes challenges we can control, and those we cannot.  But, we want to help our clients ensure that they are making decisions for the right reasons.  Making financial decisions based purely on emotions can be detrimental.  To discourage that, we provide a framework of intentional investing designed to keep your money aligned with your long-term goals and values.  We want you to have a successful investment experience with our team to guide you.

We do the research, and we help you stay the course, so you can be free to enjoy the rest of your life!

Using diversification and asset allocation as part of your investment strategy does not guarantee a profit or protect against a loss.

Keep in mind that rebalancing may have tax consequences and transaction costs associated with this strategy. If you sell investments that are held in a taxable account, you will have to pay taxes on any capital gains resulting from the sale.