Our investment strategies are based on the fundamental concept of diversification. We utilize quality financial products and advanced software analytics, researching and selecting the solutions that are best aligned with our mutual understanding of our clients’ current and projected financial goals.
Applying Modern Portfolio Theory, we recommend more diversified pools of investments, which are considered less risky than a combination of less-diversified pools of investments or individual stocks. This means we allocate investments broadly among best-in-class institutional ETF’s, index and mutual funds, municipal and government securities, money market accounts, CD’s, REIT’s, and cash. Investments are further diversified into large and small companies, foreign and domestic, growth and value, taxable and tax-free.
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