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The first step in building an effective portfolio that works for you, is by establishing your financial goals and your risk tolerance. We have the knowledge and flexibility to build a tailored portfolio that is personalized to your specific situation.


Based on your risk tolerance and goals, we build an investment framework. We will help  determine what level of income you need, what kind of time horizon you need on your investments, and how to allocate between stocks, bonds, cash, and other investment vehicles such as exchange traded funds to gain exposure to other markets and asset classes.


We are always working to identify new undervalued trends and opportunities to generate capital appreciation. Once we have put together a portfolio that meets your needs, we will implement it over time while taking into account your tax burden and market timing risk.


As financial advisors, we understand that your needs and your appetite for risk may change over time. We monitor all our portfolios and work closely with our clients to make sure that we are aligned with your goals and keep a close eye on the companies and industries we invest in so that we can adapt to the market environment as it changes.

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