Asset Management

We know you worked hard for your money and now it's time your money works hard for you.  Our investment philosophy is a long-term value-driven approach.  An asset management service you can trust.

Our portfolios can help you drive growth with our core and satellite model, provide core diversification and drive income with our growth and income models.

We primarily use exchange-traded funds that offer the diversification in our portfolios.  To help drive our long-term view and performance we can take highly concentrated positions in stocks.

We invest for the long term and prefer not to focus on the short-term price volatility.  Since we have the ability to take this long-term approach, we spend most of our time researching our positions and less time trading.  The three portfolios we focus on allows us to manage your money better because we don't believe it's possible to maintain an inordinate amount of positions.