Portfolio Management

Our Portfolio Management approach focuses on Capital Preservation, Risk Reduction and Tax Efficiency. Based upon several decades of experience, we believe that a successful portfolio management strategy is largely dependent upon the validity of assumptions used about the future. Given that global economic uncertainty, market volatility, and questionable political policies will continue, we believe in applying common sense in addition to fundamental analysis to finding workable solutions.

There are three areas in managing investment portfolios that we believe are critical to achieving a successful outcome. They are:

Asset Allocation

Widely regarded as the most important factor of how well a portfolio performs in the long run, Asset Allocation is the academic term for balancing portfolios during various market conditions. It's a well-known fact that different asset classes have different risk and return characteristics over time. Based upon our experience and knowledge, it would be our job to strive to make those variables work for clients in the achievement of their investment goals.

Tax Management

"How much you keep is more important than how much you make. Taxes matter!"

We pay close attention to utilizing available Tax Management Strategies to attempt to make portfolios as tax efficient as possible without jeopardizing returns. Maximizing the after-tax return can be an effective way to accelerate the achievement of investment goals!

3rd Party Asset Management

To implement client approved portfolio strategies, we utilize the resources of SEI Private Trust Co., www.seic.com/whoissei a global provider of asset management solutions. Working with SEI gives us access to some of the Country's most highly regarded money managers. With that affiliation, we could potentially enhance portfolio returns, reduce volatility and manage investment risk more effectively.