Investment Management Services

Our investment process involves providing professional investment management of a well-diversified portfolio using no-load mutual funds, investment grade municipal or taxable bonds, commodities, real estate, precious metals and other high quality and alternative investment vehicles. Investments are reviewed on a regular basis. This review consists of evaluation of the performance of our clients' portfolios, recommendations for any changes needed, and consideration of new opportunities available to clients at the time. Such a review will be conducted as needed which for most clients is quarterly.

Our investment philosophy is one of a conservative nature that delivers impactful results. It is based on consideration of multiple scenarios and evaluation of what investment categories will fare well given the scenarios we believe will play out over time. Apart from standard asset classes, we review opportunities to invest in alternative investments as well as securities that have been unfairly beaten down and are cheap in all variety of securities. We invest opportunistically, choosing not to buy for new clients until the price is right which may mean our portfolios take time to be fully invested in the recommended allocation.