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Proactive Investment Management

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Designing, implementing, and monitoring investment portfolios in line with your risk tolerance, time horizon, investment experience, and goals.

We employ a “top down” approach. Rather than first picking specific securities to force into your portfolio, we construct the appropriate asset allocation keeping in mind your risk tolerance and our overall market expectations, and then “fill in” the proper investments. Our working relationship with Kestra Financial grants us access to an objective, open-architecture platform of investments including : individual stocks/bonds, Mutual Funds, Exchange Traded Funds, (ETFs), Real Estate Investment Trusts (REITS), private portfolio managers, options, and other alternative investments.

What is asset allocation?

Asset allocation is an investment strategy that aims to balance risk and reward. Once we truly understand your goals, time horizon, and risk tolerance, we will develop your target asset allocation, or the percentage of your assets to be distributed to various investment categories. The three main asset classes are equities or stocks, fixed income or bonds, and cash. One of the most important decisions you will make as an investor is your asset allocation – and can be more important than the individual investments you chose. Proper asset allocation is what drives your investment results. We are here to help!

Asset allocation does not ensure a profit or protect against a loss.

Complimentary, no obligation portfolio review

As part of your complimentary portfolio review, we will map your existing portfolio on the “Efficient Frontier” (efficient frontier theory states that there is a set of optimal portfolios that offer the highest expected return for a defined level of risk or the lowest risk for a given level of expected return). This will show you the potential risk/reward characteristics of your portfolio. If your existing portfolio does not fall on the frontier, there may be potential opportunities to either : (a) decrease your risk, while maintaining your current return, or (b) increasing your return, while maintaining your current level of risk.

We invite you to experience a comprehensive approach to financial planning and wealth management. Contact Us for a confidential and complimentary second opinion.