Investment Management

Our approach for Investment Management services seeks to put our clients in a position to capture returns from market growth over time.  We utilize our investment strategies to design strategic portfolios in which the overall asset allocation may change in different market environments in an effort to maintain attractive risk and return characteristics. We use a seven step process to uncover your goals, objectives, and concerns.  This systematic approach provides the foundation to develop your strategically focused investment portfolio.

Plan
We work with clients to understand their overall investment vision, goals, and objectives.

Determine
We help clients to determine return objectives, risk temperament, time horizon, income needs, tax and social sensitivity, and other objectives to develop an investment profile.

Develop
A client’s investment plan is developed based on their investment profile with key elements recorded in their Total Portfolio Objective statement.

Implement
A client’s plan will be implemented with a diversified investment portfolio selected from traditional and alternative investment strategies.

Monitor
We monitor clients’ objectives and recommend or make adjustments as need to maintain their Total Investment Objective.

Report
We make available web-based solutions that provide performance, income and tax reporting data.

Update
We meet with our clients on a regular basis to review their portfolio and adjust investment objectives as necessary.


Portfolio Design

Today's investors are faced with an environment of rising risk and uncertainty. Economic concerns, low interest rates, and demographic shifts combine to create a challenging climate.  We believe an investment portfolio should be designed to:

Address systematic (market) as well as unsystematic (investment) risks

Adapt to ongoing market conditions

The result is a dynamic portfolio in which the overall asset allocation may change in different market environments in an effort to maintain attractive risk and return characteristics. Our dynamic approach is designed to bring an intelligent refinement to traditional “buy and hold” investing. Based on your unique circumstances, we will create a portfolio with an asset mix that incorporates these broadly defined asset classes:

Investment Portfolio Design

In creating a well-diversified portfolio, we believe in considering a broad spectrum of investments.

Investment Spectrum



Portfolio Reporting

Once your account is established, we provide access to our web-based investment reporting solution that supplies:

Market Commentary
Performance
Asset Allocation
Portfolio Analytics
Transaction History
Cost Basis, Interest, Dividend, and Capital Gain Status
Projected Portfolio Income


Call us today at 425-643-1800 to schedule a complimentary consultation.

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