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Investment Process

Our investment process is based on the fact that different client needs call for different types of holdings within your portfolio, and that your investments are affected in varying ways depending on market & economic conditions. As fiduciary advisors, we also strive to minimize the impact of investment management fees on our clients’ investment portfolios wherever possible.

Along with our vast support network of investment providers, we continually evaluate, monitor, and review market & economic conditions as well as changes to the tax & legal environment that may impact our clients’ portfolios.  We consider market, longevity, and sequence of return risk to ensure that we recommend only the funds & strategies that fit our clients’ planning objectives and risk tolerance.

It is our belief that this disciplined process enables us to deliver more dependable and consistent planning outcomes for our clients.