Whether you have a taxable account, foundation or trust - we approach our responsibilities the same way — focusing on what’s best for you.

Our proprietary asset allocation process is at the core of what we do. It is highly risk sensitive with the goal of improving overall portfolio risk-adjusted returns. We have always believed in — and focused on — managing downside risk while striving to achieve strong investment returns, especially in extreme market environments.

We manage your money like it’s our own.

We scrutinize each potential individual security, mutual fund, Exchange-Traded Fund (ETF), and non-correlated investment from every possible angle, checking to see that each investment:

We continuously monitor securities to make sure your portfolio stays on track — when a security no longer meets our standards, we evaluate removing it from your portfolio.

Building wealth and managing risk.

We understand how hard and long you've worked to build your wealth. We employ a time-tested and proven risk-management approach to help give you greater confidence and peace-of-mind. By seeking to reduce losses during periods of economic uncertainty and market volatility, we strive to achieve consistent investment returns.

Screening to identify the right investments.

When it comes to screening and identifying the right investments to address your needs, expect nothing less than the most rigorous due diligence during each step of the investment process.

Depending on what is most suitable for your portfolio, we utilize a wide range of investment solutions, including mutual funds, ETFs, individual stocks and bonds.

Of course, no investment strategy can ensure a profit or guarantee against loss.

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