"I believe we can significantly enhance our clients’ overall long-term financial success with the personal attention, proper planning, and ongoing counsel offered by my qualified and dedicated team." John Berryman, Senior Portfolio Manager
"I believe we can significantly enhance our clients’ overall long-term financial success with the personal attention, proper planning, and ongoing counsel offered by my qualified and dedicated team."
John Berryman, Senior Portfolio Manager
We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is top priority.
This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
We believe in owning uncomplicated portfolios of direct securities. The four tenants of our philosophy are:
Risk is Personal - Risk begins with the asset mix which is personalized for each portfolio.
Own Quality - Quality is reflected in the selection of fixed-income and equity investments.
Do not chase the index - An emphasis on quality is an attempt to manage volatility. An unintended consequence is that portfolios often don't reflect an index.
Understand Fees - You should know the fees that you pay. You should also understand the detrimental effect high fees can have on long-term results.