Investment Management

Investing With Purpose and Precision

Strategies That Work as Hard as You Do

Investment management is about more than just growing your wealth—it’s about aligning your investments with your financial plan and giving you the confidence to stay the course. Our approach is tailored, disciplined, and proactive, ensuring every decision supports your financial future. Together, we’ll create and manage a strategy that you understand and feel confident about.

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What We Do

Tailored strategies, Customized implementation, and Proactive management

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Tailored Strategy

We design an investment strategy that’s built around your goals and risk tolerance, giving you the clarity to make informed decisions. Through in-depth analysis, we quantify key factors, including:

  • Your personalized risk number
  • Target asset allocation
  • Historical and expected performance
  • Normal range of portfolio volatility
  • Stress tests based on historical market events
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Customized Implementation

Your investment strategy is implemented with your specific preferences and circumstances in mind. Whether you want to be hands-on or prefer us to manage the details, we consider:

  • Your cash flow and liquidity needs
  • Tax-efficient asset location across accounts
  • Managing taxable interest, dividends, and capital gains
  • Aligning your portfolio with your personal values and priorities
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Proactive Management

Successful investing requires discipline, patience, and staying the course. We ensure your portfolio remains aligned with your goals through:

  • Regular monitoring and rebalancing within agreed guardrails
  • Ongoing communication about adjustments and market updates
  • Answering your questions and incorporating your input
  • Regular meetings to review performance and strategy

Fidelity holds your assets directly, providing an extra layer of protection.

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We are able to seamlessly manage your portfolio while your assets or custodied with Fidelity

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You retain full access and visibility into your accounts at all times

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We partner with Fidelity Investments, a trusted industry leader, to provide custodial services for your accounts. This means your assets remain securely held in your name, while we focus on managing your portfolio and financial strategy. By not taking direct custody, we ensure an added layer of transparency and protection, giving you peace of mind.



Your Assets, custodied with fidelity:
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