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Portfolio Management

Clients who work with us to create a financial plan and decide to invest with us or those who solely use us to help manage their portfolios, typically meet with us one to two times per year to review their portfolio. Our advisors will look at the individual investments and account performance and compare those to market and economic conditions to determine if any changes should be made to the portfolio. Because proper education is such an important aspect of our relationship with you, basic calculations are used to provide an idea of what the long-term expectations are for your portfolio.

At The Heart of This Approach We Can Discuss

Investment Mix

Basic long-term calculations and projections of the portfolio

Insurance Needs 

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."