Our Process

Our focus is on the long-term accumulation and conservation of your financial resources. Whether your goal is to build your assets, protect your savings or improve your cash flow, we have the ability to structure a successful path. With our step by step process we work with you to develop these goals.

Investment Philosophy

• Historical data demonstrates that over the long term equities outperform most other traditional asset classes


• Owning a basket of individual companies


• Use of technical and quantitative analysis promotes a sell discipline and optimizes timing of purchase decisions


• Portfolios must be dynamically rebalanced with investments that provide the most favorable risk/reward potential

Our Process

STEP 1

Initial Discussion

STEP 2

Review existing positions and consider options

STEP 3

Presentation of Draft Portfolio

STEP 4

Implementation of Portfolio & Plan

STEP 5

Periodic adjustment & goals review