Investment Management

Buy and Hold No Longer Works! We believe that ongoing management of your portfolio is essential. Why? Because today’s global economic environment is constantly changing: financial markets are fluctuating as never before; the political scene appears more volatile; and our monetary policy is unpredictable.

We utilize a systematic screening and selection process to try to identify the top professional mutual fund managers available, based on performance, consistency, portfolio volatility, category ranking, asset allocation, expense ratios, management changes, and performance vis-à-vis market indices and comparative benchmarks, to name just a few. Through our asset management and monitoring service, we utilize no-load mutual funds, tax free municipal bonds, closed end mutual funds, individual equities and bonds, Exchange Traded Funds, Commercial Paper, FDIC insured CD’s and Treasury Bonds.

After a thorough review of your needs, objectives and risk tolerance, we develop a personalized Investment Policy suitable to you. And then we watch it closely, revisit it periodically and review it with you often.