Portfolio Management

The first step in the portfolio management process is to understand your financial goals. We then develop a customized investment strategy designed to achieve your goals while minimizing risk.

Next, your portfolio strategy is implemented utilizing the following investment vehicles:

  • Individual Stocks & Bonds
  • Exchange Traded Funds
  • Mutual Funds
  • Alternative Investments
  • Private Notes
  • Derivatives (Covered Call Writing)

The final step of the portfolio management process is to actively monitor and re-balance your portfolio as necessary (at least every six months).

As we monitor your portfolio, you will receive an unparalleled level of high-­touch service and communication. This includes monthly activity statements, performance reports, market commentary and bi­annual, in-­person reviews.

Additionally, you will be contacted anytime there are significant, market-­moving events that may affect your portfolio. We will then discuss if these events necessitate changes to your portfolio or overall investment strategy.