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Investment Philosophy

Investment portfolios are designed and managed to match the particular investment needs of each client. Factors such as age, years to retirement, income, taxes, risk tolerance, and total asset allocation are considered in the construction of an individual investment plan. We strive to:

Increase your return by
  • Working with low transaction fee discount brokers
  • Investing in no-load or low-load investments that have no or low transaction costs, low expense ratios and low portfolio turnovers
  • Avoiding commission-based products

Reduce your risk by
  • Diversifying for safety while investing for growth
  • Managing your investments with prudence and a long-term perspective
  • Adhering to the highest standards of ethical behavior and fiduciary responsibility

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