We observe the highest standards of investment management. We work with you to determine your investment objective and risk tolerance. We will propose suitable investments, and recommend a strategy designed for your goals.
We manage your mutual funds, equities, bonds, and other investment securities based on your needs such as preservation, growth or income. Whether you are investing for growth, income, preservation or a balanced portfolio, we offer investment options to ﬁt your risk tolerance and investment objectives.
Modern Portfolio Theory
We utilize Modern Portfolio Theory to analyze and develop strategic asset allocations that meet different risk and return objectives of our clients. Modern Portfolio Theory is a Nobel Prize winning theory acknowledged as an industry standard. We do not have proprietary mutual funds, so all mutual funds selected are outside funds. We manage and offer six strategies that are a fund of fund type selection. Our strategies are as follows:
- Moderately Conservative
- Moderately Aggressive
- Ultra Aggressive
Mutual Fund Investment Portfolio
Our diversiﬁed portfolio investment objectives are executed through a well-reasoned strategy for the long-term. The relative mix of speciﬁc investments, how much of what, differs from one to the next depending on its investment objective.
Momentum Investment Model Portfolio
This investment strategy uses a momentum-following system that seeks to identify key inﬂection points in the high yield bond market to achieve equity-comparable returns. By switching assets to a credit defensive stance in downtrends, this strategy seeks to protect against losses in downturns and to reduce volatility.
If you would like more information about our investment services.
Estimate retirement and investment options.
Investments are subject to investment risk, including possible loss of the principle invested.
John, Cynthia, Sue
Trust and Wealth Management