Portfolios

Our Portfolios Are Different.

Our clients’ needs are unique. Our portfolios are too. We tailor each portfolio to fit our clients’ goals and risk tolerance. We employ portfolio strategies that use individual equities, ETFs, mutual funds and bonds that are customized for each client’s needs.

We believe that over diversification can diminish returns over time. We do not index. We believe clients’ portfolios should be constructed from companies of high value purchased at a reasonable price.

We are cost efficient. We know that unnecessary costs and fees can diminish returns over time. We screen each investment option in our portfolios to make sure that value is being returned for the price. We know what affects our clients’ bottom line affects ours as well.