Why are we different from other advisors?

• Individual Attention
  
  Every client's portfolio is monitored every day.  Performance results are tracked.  Positions are examined for performance, on a month-to-day and year-to-date basis.  Changes are made if market conditions dictate.

• Customized Portfolios
  
  Portfolios are designed for each client to include a unique mix of the best performing mutual funds, actual bonds, exchange traded funds, and other investment instruments to fit each client's financial situation and risk tolerance.  Client holdings are selected from the best of thousands of stock funds as well as income oriented mutual funds, and actual debt instruments such as bonds and notes.
   

• Risk Management

  Portfolios are well diversified to include domestic and global positions in both stocks and bonds, stocks that are related to commodities (energy, lumber, precious metal, real estate, food and agriculture industries) and other securities which represent hedges against inflation.
   

• Active Trading
  
  Portfolio changes are made rapidly, should the need arise.  Vehicles that do not perform up to expectation are sold and replaced with new market leaders. Timing models and exit strategies are maintained for all investment positions.

We have an excellent record of protecting client capital during periods of market decline. We manage your money with vigilance, and make changes to ensure your assets work harder. 

Email us for more information regarding managed account programs.