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.
One of the major detractors of investment performance for private clients can be taxes.
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.
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.
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.