Building Life Plans, One Client at a Time

Investment Management

Your financial circumstances are unique, and your investment strategy should be too.

We don’t believe in the one-size-fits-all portfolio. When we put together an investment strategy for you, we will do much more than determine what types of securities you are comfortable investing in and how much we should allocate to different asset classes.

Before we even think about how your money should be invested, we ask you a lot of questions, and then we listen carefully. We want to understand what is most important to you. Once we have a comprehensive picture of where you are now and where you want to be in the future, we will help you build a life plan designed to meet your goals. The investment strategy we implement is one part of that plan.

We strongly believe that diversifying investments is the key to a successful strategy. But that strategy must target your specific goals. In line with our view of the markets, we mix different types of investments in the proportions that suit your situation and preferences. For instance, if your emphasis is on long-term growth, we will include more stocks. However, if your greatest concern is market volatility, we will include more bonds. When appropriate, we will include investments from other asset classes to further diversify your portfolio.


Within each asset class, we tactically combine a group of securities that have undergone extensive analysis. We will include components tailored to your liquidity needs in the short and medium term as well as your desire for longer-term growth. The result is a combination of securities that is broadly diversified across asset classes and sub-asset classes, designed to minimize fluctuation in the value of your overall portfolio.

As economic conditions change—and in response to the circumstances in your life—we will adjust your investment strategy so that it continues to target your needs and goals.

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