Investment Management

Our goal is to help you preserve and protect what is most important to you and your family.Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

* Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.