Investment Management

You're busy; we get that. 

The last thing you have time for during the hectic work week is to watch where the stock market is going and whether your 401(k) or IRA is going to make it through the day intact.  In fact, some days you're not even sure that you'll make it through the day intact.  But your investment returns are the second most important factor in determining whether you'll reach your dreams; the amount of your savings is the first most important factor.

Should you reallocate amongst different asset classes, industries, or funds? Should you go to all cash? How much should you keep in cash? Should you get back into the market? What are the tax consquences of any move? These questions and many more are carefully considered by your investment manager.

Investing is a long-term prospect, but that "long-term" is built one day at a time.  Having a professional whose job is to closely monitor the markets, gauge the effects of the day's news on your investment portfolio, and make tactical changes as necessary can be so liberating. You'll sleep better at night knowing that you can ignore the noise out there screaming at you to sell, to reallocate, to buy more.

Most clients thought that they could not afford ongoing investment management before they hired us.  In most cases, we showed them why they couldn't afford to not hire us when we demonstrated how their past performance trailed the overall market.

As a Registered Investment Advisor, we never take custody of our clients' assets.  We are proud to custody our clients' assets with TD Ameritrade Institutional Services, a world class financial organization.  You will have online access to your account 24/7 via the Advisor Client web site.

Investment management is another way we help you reach your dreams and enjoy financial peace of mind.

More details about our asset management and financial planning services can be found in our brochure Form ADV Part II which is required for all registered investment advisors. To request a copy, please send an e-mail to or click here.