Portfolio Management
Each account will be managed on an individual, custom basis and assets are never placed in pooled funds. Providing truly personalized, professional and reliable service to our clients has always been our hallmark. We believe our fiduciary responsibilities simply cannot be met by the cookie cutter approach employed by many firms seeking economies of scale.
Just as every investor situation is unique, so is every investment moment: standardized investment approaches, while cost efficient for the advisor, are just not appropriate in a dynamic financial arena. The management process will normally require full discretion unless special circumstances prevail. Under the disciplines of capital preservation, client portfolios will permit shifts of asset mix whenever appropriate, reflecting a client's willingness to take risks. Client portfolios should therefore have the flexibility to preserve capital or minimize risk in declining markets, while participating profitably whenever financial markets move upward.
