9012 North Kelley Avenue
We make investments recommendations with one objective in mind, to help you meet your goals. Using our client focused process, we develop investment ideas based on how much risk you can tolerate. At every meeting we help you understand what is happening in the market so you can feel confident in your portfolio.
How much risk can you tolerate? If you are uncomfortable with yourportfolio’s risk, then we need to make changes.
Understanding the expected risk and return of each investment addscontext to our recommendations.
Combining step 1 and 2 allows us to construct a well-diversifiedportfolio to meet your needs.
Once we have presented our recommendations, we answer any questionsand then put our plan into action.
At least annually we review your portfolio and make any changes that are needed.