Investment Management

All of our portfolios rely on time tested investments principles.
We will design your investment portfolio to suit your specific needs and goals.
Whether building wealth for retirement or already retired, we will seek to increase your income while still growing your dollars.
We will customize a strategy that suits your unique objectives.

A portfolio designed with you in mind.

Our Investment Principles

MANAGE INVESTMENT RISK

We always seek to identify and minimize investment risks.

COSTS MATTER

We seek to reduce expenses by using ultra-low-costs index funds or exchange-traded funds (ETFs) when appropriate for your goals.

TAX EFFICIENCY

We design "low-turnover" investment strategies designed to reduce the hidden costs of portfolio turnover, as well as reduce taxes.

ALTERNATIVE INVESTMENTS

We have expertise in investments outside of traditional stocks and bonds. These additional categories have the potential to deliver higher dividends and more appreciation with the potential of greater risks.

Other Services We Offer

Tax Planning

Retirement Income Optimization

Social Security Timing

Retirement Planning

Insurance Optimization

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^{Our goal is your success}

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Investment Management