The entire process is collaborative, and we only make investment purchases once we are sure that our client is comfortable with the recommended strategy. After the initial portfolio is constructed, we continually evaluate the results based upon your objectives. We meet and talk frequently to agree upon adjustments that are necessary as a result of changes in your needs, market conditions, taxes, or other factors.
Our approach as investment managers is to be growth-oriented and conservative. We seek to provide strong returns for our clients while protecting them from the worst gyrations of the market. We emphasize diversification and long-term perspective to avoid overexposing our clients to a single sector or company -- no matter how great the appeal of the moment. We look across the whole market to find the opportunities that can generate good current or future investment returns.