We forgo model portfolios and instead build a customized and diversified portfolio that complements your other planning concerns.These portfolios may consist of stocks, bonds, and other investments to pursue your financial objectives. We actively manage your portfolio and periodically review performance to ensure that your assets are positioned to potentially take advantage of market opportunities while seeking to withstand market volatility.
Our independent structure allows us to provide you with numerous options to address your individual investment needs. We have access to a wide-range of investment products and services, including:
- Mutual Funds
- Traditional, SIMPLE, SEP, and Roth IRAs
- Exchange Traded Funds (ETFs)
- Alternative Investments
- Real Estate Investment Trusts (REITs)
- Equipment Leasing
- Oil and Gas
- Managed Futures
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risks.