The discipline of asset allocation is at the core of any portfolio management process as it should be given that the decision on how to allocate your investments is a major determinant of portfolio performance.
One of the major detractors of investment performance for private clients can be taxes.
A successful investment experience starts with a carefully crafted financial plan. Solutions may include retirement, tax, college savings, wealth transfer, and asset allocation. Our approach to financial planning starts with gaining a clear understanding of your financial goals.
Our investment advisory service follows a strict investment discipline while portfolio construction remains highly client centric and focused on meeting the individual needs of our clients.
At the core of our portfolio construction process is a carefully selected group of common stocks that have consistently increased their dividends over a long period of time. Historically, dividends have accounted for a significant portion of total return.