Investment Management

Our team follows a disciplined process to develop and recommend investment strategies and allocations designed to help you pursue your personal needs and goals. Your portfolio allocation should reflect your risk tolerance, time horizon, goals and needs. To help determine this we calculate your Family Index Number, which is the rate of return necessary for you to reach your goals.

We leverage the resources and experience of both our Investment Committee and Research Department. They continuously monitor our disciplined strategies to evaluate whether they are performing as intended. Meetings are conducted by the committee each morning Monday through Thursday to update our team on the markets, economy, strategies and indicators used for portfolio management.

Working together with you, we continually evaluate your investment strategies and allocations in an effort to continue matching them to your needs and goals as life changes occur.

Disciplined investment strategies