Active Investment | Personalized and Customized | Independent Advisor
Focus on ReturnsWe actively manage all portfolios on an on-going basis, by selecting individual securities based on fundamentals and merit. We believe the "index" should be a benchmark, not a goal.
|
Cost-Savings ManagementWe typically avoid "investment products" with expenses. Investment products (such as mutual funds) are managed by third parties and charge expenses and fees. By avoiding these products, the cost savings go directly to you. In the event we do recommend or utilize one of these products, it will be scrutinized and with purpose.
|
Advanced StrategiesAs a discretionary Advisor, we are unconstrained in our investment approach. We may utilize advanced trading strategies, such as options trading and tactical allocation, within the objectives and risk tolerance of each account.
|