Investment Management

Your investment portfolio is “serious money” and it has to be there when you need it. Whether you are investing for your current or future retirement, a child’s or grandchild’s college, or simply putting assets away for a rainy day, we focus our efforts on maximizing returns in a low risk, low volatility environment.

How we do this is different for every client based on their “risk tolerance” and we monitor that on a very regular basis. How folks invest in their 30’s, 40’s and 50’s would be far different that how they invest in their 60’s, 70’s and 80’s.

As their risk tolerance changes, so does the mix in their invested assets and that’s why we meet on a very regular basis to make sure, among other things, that their risk tolerance and their risk exposure are lined up.