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Investment Review

We provide state-of-the-art investment consulting, including the following key areas:

  • Portfolio design
  • Asset allocation
  • Estate performance reviews
  • Goal setting and monitoring
  • Investment monitoring
  • Risk evaluation

We work hard to understand our client's individual situation and goals to design investment portfolios that fit personal circumstances and needs. We have developed a proprietary asset allocation model that takes into account a client's time horizon, risk tolerance and goals in order to develop an investment portfolio that matches their individual needs.

 
Trusted Advisors for over 25 years

CPA      AICPA