Not everyone should have the same portfolio. What you are invested in should be determined by your unique situation and goals. And as your situation changes or when your goals change, so should your investments. Your age, time horizon, risk tolerance, financial situation and financial goals are what guide our investment decisions.

Diversification, rebalancing and minimizing taxes are critical to investment success. (If you’re not familiar with the concept of rebalancing, please ask. It’s REALLY important!)

Step one in the investment process is getting to know you.

Step two is constructing a portfolio and a plan that reflects who you are and your goals.

Step three is regular, scheduled consultation and on-going portfolio management.

No, your investments probably should not be in a constant state of change. However, if you still own the same investments that you started with years ago, that might not be good either. For more information on our approach to investing, please click here.

Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Investors should be prepared to bear loss, including loss of principal.