When constructing portfolios, we focus our attention on time-tested, sound investment practices. This results in high-quality, prudently built portfolios with an emphasis on consistency. Investment decisions are made in the context of the entire portfolio. A client’s financial plan determines our overall asset allocation recommendation, and a client’s tax situation impacts our recommendation for how each individual account is structured. Every recommendation we make looks not only at the quality of the individual security but at its impact on the portfolio as a whole.