Our Investment Process creates a customized Portfolio that is built from a tool box that we pick and choose from based upon your financial situation and goals. The tools may include individual stocks, fixed income, preferred stock, closed end funds, REITS, among others. We have learned that, at the end of the day, it is not how high of a rate of return one earns in an up Market, but rather, how one’s losses are mitigated in a down Market, that potentially increases the chances of you reaching your financial goals.
We sign our Investment Policy Statements which explains in detail our approach to Portfolio Management and sets guardrails in place to keep us all in the same lane, moving forward.
