Portfolio Management

1

Investment
Approach

We determine a client’s risk tolerance to satisfy the objectives of each portfolio. Matching the risk to the client is essential to meeting your financial goals. We look at your complete financial situation to ensure you have the desired diversification and to mitigate any overconcentrations.

We work with your best interests in mind. Our ongoing investment process adjusts the risk levels and cash flows of each portfolio to meet your changing needs. Our modest management fees and highly tax-efficient portfolios translate to increased simplicity and lower costs on your investments.

2

Investment
Philosophy

We root our investments in broad asset allocation and low total execution cost. Our portfolios branch out across many asset classes, positioning your portfolio to capture the best performing sectors of the global market while managing risk.

3

Investment
Strategies

We grow investments from two primary equity-based strategies. Both portfolios are individually managed and can be designed as stand-alone or as adjuncts to broader client investment strategies.

We also offer customized portfolios with fixed income strategies focused on preserving capital and cash flow.

Investment ROADMAP

An Investment Roadmap gives you a custom portfolio aligned with your investment goals. Your Investment Roadmap includes the Growth Roadmap and Income Roadmap™, which are broken down into strategies appropriate for your risk and return objectives.

Navigate our Investment Roadmap

Growth
ROADMAP

Look to our Growth Roadmap for guidance when seeking capital appreciation on your investments.

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Income
ROADMAP™

Work with our investors to create a personal Income Roadmap™ to fit your financial goals. This customized investment strategy is specifically designed with your risk tolerance and income objectives in mind.

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