Developing a Portfolio to Help Meet Your Goals
We work with you to make informed decisions that meet your risk tolerance, time horizon and personal needs. During your private consultation, we’ll help you determine:
- Your specific goals
- How soon you expect to reach those goals
- Your income needs
- How much risk you’re willing and able to assume
- Your lifestyle expectations
- Your tax situation
We work with Federated Investors to assist us in developing a customized investment approach. Federated Investors is recognized as one of the nation’s largest and most respected investment management companies, managing assets in excess of $400 billion.
To help you develop a portfolio that targets your personal needs, we follow a consistent Investment Process to help you with:
Following a risk tolerance assessment, we will help you decide how to allocate your investments among different asset classes, such as stocks, bonds and money market funds. By positioning your investments across a range of classes, you may reduce your overall risk and potentially enhance returns.
We can help you monitor your goals and investment portfolio, facilitating adjustments when your objectives, circumstances or market conditions change.
Since different asset classes will grow at different rates, we use a systematic rebalancing procedure that makes sure your personalized asset allocation remains
We provide high-quality model portfolios designed to meet your investment needs. We do not offer proprietary products. Our recommendations are based solely on what is best for you. We can also advise you on tax-efficient portfolios and those that hold international and alternative investments.