Our wealth management philosophy is as follows:
We believe that investing is a long-term proposition. Diversification helps reduce the volatility associated with individual securities, while Index Mutual Funds capture broad market gains. Systematic portfolio rebalancing helps maximize returns and reduce short-term thinking, while investing in assets with high liquidity allows for greater flexibility.
Our wealth management services include the following:
- An individualized Investment Policy Statement, which is the foundation of your personalized strategy
- Web-based software, allowing you to view your portfolio at any time
- Quarterly reporting, to keep you informed
- Semiannual meetings, allowing us to evaluate any life changes and adjust strategy