Investment Process

Balancing Risk And Return, Providing Diligent Research

Our investment process begins once we’ve carefully assessed our clients’ investment objectives, taking into consideration factors such as risk tolerance, time horizon, liquidity requirements and tax circumstances.  Once we complete this important step, we determine an appropriate asset allocation and implementation strategy based on the individual client's needs and circumstances.     

We engage in a disciplined investment selection process consisting of quantitative and fundamental analysis.  As an independent, privately owned fee-based SEC Registered Investment Advisor, our recommendations are objective and impartial, and are not influenced by the demands and sales quotas that could be imposed by a corporate parent.