Our actively managed investment portfolios are designed with diversification and your family's specific financial needs in mind, considering risk tolerance and time horizon.

We divide our investment approach into three categories – equity, fixed income, and real estate.

Client portfolios are primarily comprised of exchange traded funds (ETFs), to achieve a lower expense with the goal of matching the performance of a relevant index. In addition, we utilize individual stocks and municipal bonds, along with mutual funds to achieve desired account positioning.