Protecting your money is as important to us as it is to you. Downtimes are inevitable, so it is important to have a researched and tested strategy for how to identify and respond to those financial storms. Below are summaries for the two key strategies we activate for our clients.
In addition to all stock portfolios we also manage balanced portfolios. We will work with you to personalize your portfolio to match your specific investment objectives. Our balanced portfolios contain a combination of stocks and income producing investments such as bonds.Learn More
We reduce downside risk by not always being fully invested in the stock or bond markets. Alternatively, during a bear market and recession, we would invest in Treasuries and/or money markets. Click below to learn more about this strategy.Learn More
People come to our family because they want to protect the future for their family.