Our Services

We offer a wide range of financial resources to help meet your current needs and to help you plan for your future.

What we strive to do:

Get to know you:

• Review your current financial and personal circumstances.
• Discover goals and concerns you may have.

Create a strategy:

• Develop a detailed asset allocation using Sungard’s Frontier Analytics to establish a disciplined efficient portfolio.
• While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform a portfolio that is not diversified.

Monitor your portfolio:

• Using S&P Equity Research, Morningstar Advisor Workstation, and Thompson Investors Service we research and monitor your investments.
• Rebalance and reallocate when necessary.
• Keep you informed of any unforeseen changes.

Re-evaluate your situation:

• Set quarterly and annual meetings to update your goals and review performance.

We ask that our clients provide:

• An honest appraisal of your current circumstances.
• Realistic expectations regarding market and investment performance.
• If you are pleased with our service, referrals are always welcome.