As we follow markets, build wealth plans and manage custom portfolios, we keep our own interests in line with our client’s. We treat our clients like family and strive to maintain an open line of communication because times change and situations realign. Although we offer many services and products, our most common areas of interest and consultation with our clients generally involve the following products and services.
Holistic Portfolio Consultation
One of our most common types of consultations pertains to individual portfolios and investments held inside of these portfolios. We offer analytical portfolio reviews with focus on investment diversification, cost, returns, and overall performance against market peers. With general explanations, investment reeducation and hypothetical comparisons, we help build our clients’ rational understanding of these types of investments and investment expectations.
Individual Stocks and Bonds
Our team practices Modern Portfolio Theory, which seeks to increase returns and decrease risk through asset diversification*. In out third step, we will use the conclusions we’ve drawn to design a well diversified investment portfolio that will serve as the engine of your larger financial plan.
*All investing involves risk including loss of principal.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Life Insurance/Investment Products
With billions of dollars invested in insurance-based products over the last 50 years, we find this to be a very common concern for new clients. We offer a balanced approach to life insurance/investment products and the multitude of information involved with their ownership, conversions, and initial purchase. With an ever growing list of income benefits, death benefits, estate benefits, tax deferral benefits and many other options, life insurance/investment products comparison and consultation is an increasingly popular area of interest for many investors in various stages of retirement planning.