Investment Management

Today’s market environment requires a new approach.  Most investors are aware of the importance of diversification across traditional asset classes such as equities, bonds and cash.  Building a long-term strategy for your portfolio requires managing risk as much as your return.  This means having a diversified portfolio that gives you different asset classes, including traditional assets as well as new, alternative asset classes. 

We have designed a series of model portfolios, 6 to be exact.  These portfolios differ in their level of aggressiveness and their market focus.  Our clients simply invest in the portfolio that meets their needs and risk sensitivity.  We also maintain alternative asset and dividend-producing  portfolio components that can be added to your current  mix of investments that could help reduce market volatility.