ASSET MANAGEMENT

ASSET MANAGEMENT

Our Asset Management uses technical analysis, quantitative analysis, and fundamental analysis in evaluating equities. We use a tactical asset allocation model to maximize market returns in any economic cycle. Our Asset Management team focuses solely on your assets and how your assets can deliver the most return to your portfolio while mitigating risk. We focus on the risk-reward ratio and maximizing our clients returns given each clients specific risk tolerance and investing preference. Depending on your tax situation, type of account, and other factors, we may employ a more active trading strategy or a more long-term trading strategy so that we can adapt quickly to ever-changing market conditions. Our goal is to maximize your return on an individual, risk-adjusted basis.

Asset management is a subset of wealth management and portfolio management and can include retirement planning. In many cases, some of these names can be used interchangeably. We view asset management as an individualized aspect of both wealth management and portfolio management because it is how we determine the manner in which to allocate your assets and how to make your investments work for you in the most efficient way possible. Learn more about our investment strategies we use in portfolio management.

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Check Out Our Low Fee Schedule

We think our fee is lower and more competitive than most firms and we believe that we offer the most comprehensive suite of services given the fee we charge.

What Makes Us Different

FEE-ONLY

We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.

What Makes Us Different