“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson

We firmly believe in the power of investing over the long term. That’s why we take a thorough, methodical approach to managing your risk and creating and implementing your investment portfolio.

Risk management. We focus on asset allocation and diversification strategies* to help you avoid a one-dimensional portfolio and manage risk – because the less money you lose, the more money you have to work with to grow your wealth. That doesn’t mean we just buy dozens of different stocks or mutual funds, or put your money in different places. We follow the principles of Harry Markowitz’s modern portfolio theory, which incorporates a number of correlation and risk metrics, to help reduce the net risk of your portfolio.

We don’t trade. We invest. We believe investing is a wealth building tool, not a get rich tactic. We do not buy or sell investments for commission and we do not chase “hot” stocks. Your investments become more valuable when you give them time to grow. That’s why we’re patient and calm. And we don’t follow the herd.

Custom portfolios. We do not offer pre-packaged or one-size-fits-all investment solutions – you have individual needs and individual goals. Your investment strategy should reflect that. That’s why we work side by side with you to understand your objectives, clarify your priorities, and build a tailored portfolio based on your risk profile, time horizon, and liquidity needs.

Ongoing care. After designing and implementing your investment strategy, we focus on actively managing your portfolio. That means we monitor your investments and adjust as market conditions, performance of securities, and your needs and circumstances warrant.

*Diversification and asset allocation do not assure or guarantee better performance and cannot eliminate the risk of investment loss.

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