Investment Consulting Portfolio Management
Before we recommend any investment approach, we take the time to understand your philosophies, vision, and the role money plays in your life. With that knowledge as a starting point, we work together to identify appropriate investment options and then construct a portfolio that is aligned with your goals and beliefs and sets you on a path toward achieving your vision. Once your portfolio is put into action, we take an active role in monitoring the ever-changing investment landscape and recommend adjustments as needed. We meet with you, as needed or at your request and convenience, either in person, by telephone, or via Internet-based methods, so that together we can assess whether your portfolio continues to address your needs.