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Innovative Investment Strategies

Clear Strategies for Long-Term Financial Objectives and Goals.

TALK WITH AN ADVISOR >
Partner with a Fiduciary.

Partner with a Fiduciary.

Investing can be a complicated process
for most people. As an advisory client,
put your mind at ease by consulting with
advisors obligated to act in your best interest.

Combine a flexible investment strategy
with your custom roadmap geared towards
long-term financial health.

Our eyes and ears are<br/>always on the markets.

Our eyes and ears are
always on the markets.

We've honed the process that drives our daily
research, monitoring of market and global
economic conditions, along with best-in-class
trading and reporting software.

Relationships with private and tenured
research firms are a valuable resource for
technical indicators and outside perspectives

Understanding Our Mix of Purpose-Built Strategies

Actively managing multiple strategies for a variety of clients types is not a set-it and forget-it kind of job.

Each of our strategies undergoes a rigrous set of stress-testing, factoring things like risk, potential return, asset allocation, upside/downside, historical performance, and so many other considerations.

Within this group of options, we will recommend a mix of percentages based on your risk tolerance and capacity, personal goals and feelings, while also considering your income needs and other factors important to you.

Growth Stock

Companies whose revenue or net income is growing faster than the market average.

Income

Designed to provide income at the expense of total growth. We like to have your core or basic expenses in this portfolio.

Index Funds

Exchange-traded funds designed to mimic the composition and performance of a financial market index.

Market Trends

Fact-based strategies that identify market trends, determine market exposure, and highlight outperformers. Updated frequently

Alternative Investments

Alternative investments that may help lower overall volatility and increase diversification at the expense of reduced liquidity and greater expense.

Defensive Stock

Significant and important companies that are primary in their industry and provide stable earnings and dividends. Updated monthly as necessary.

Defensive Mix

Designed to get a positive return with minimal interest and investment risk. We like to have at least 5 year’s worth of distributions.

Cash

At least one year’s worth of income in cash reserves; Having significant ‘dry powder’ to take advantage of potential buying opportunities.

Investing includes risks, including fluctuating prices and loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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