Our Approach Begins With You
Our approach to investing begins with helping clients like you discover and identify their needs before any investment decisions are made. This process begins when you are asked to define your financial goals. Next we determine what level of risk is comfortable for you and the time frames for meeting your financial goals. Our goal is a plan and strategy aligned with your needs and lifestyle goals.
It is our experience that if your goals, risk tolerance, and time frames are established at the start of an investment program, the likelihood that your strategy will help you work toward your goals is greatly enhanced.
Our planning-based approach is designed to help you:
- Organize your finances and assets
- Determine your financial objectives and risk tolerance
- Seek to reduce risk by developing an asset allocation strategy*
- Make smarter financial decisions by reviewing your portfolio
** Asset allocation does not ensure a profit or protect against loss.
The Fee-Based Advantage
Unlike some advisors who earn commissions on sales of investment products, we offer fee-based investment management. You are charged a low annual fee, which is paid on a quarterly basis. In this way, your financial advisor’s compensation is ultimately based on the performance of your investments. As they increase in value, so will your advisor’s compensation. We believe this approach puts the incentive where it belongs, on the long-term performance of your investments.