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Investment Management

Investment Management

Investment goals vary – from income production to long-term growth to short-term liquidity. Simply put, no two investors are alike.

That’s why we adhere to a disciplined process when leveraging our resources to design and monitor portfolios tailored to your needs.

Together, we take the time to learn more about your goals and objectives and also come to understand your risk tolerance, time horizon, and other key factors.

Once we have a deep understanding of your goals and review your current allocation – all within the context of the current capital market environment – we develop a targeted, personalized asset allocation, considering all of your investments to match your overall objectives. However, it is essential to note that asset allocation does not guarantee a profit nor protect against loss.

Next, we assign components of the asset allocation to the various accounts you own, taking into consideration tax status, specific account objectives, asset titling strategies and other key factors. 

After conducting this thorough research on your behalf, we can finally recommend appropriate investments – out of thousands available to us – designed to best meet your objectives and tolerance for risk.

Investment Strategy

We can also provide personalized guidance in implementing not only traditional investment strategies but sophisticated alternatives – designed to serve you now and as your life and objectives evolve over time.

These include:

  • Professional asset management strategies
  • Alternative investments¹
  • Research and due diligence
  • Tax-managed strategies²
  • and more
 

¹Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. They may be offered only to clients who meet specific suitability requirements, including minimum-net-worth tests. These risks include, but are not limited to, limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in hedge funds, managed futures, structured products, commodities, real estate or other similar strategies if they do not require a liquid investment and can bear the risk of substantial losses. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Investors should carefully review any offering materials or prospectuses prior to investing. subject to the federal alternative minimum tax, state or local taxes.

²Municipal bond investments may involve market risk if sold prior to maturity, credit risk and interest rate risk. While interest on municipal bonds is generally exempt from federal income tax, it may be subject to the federal alternative minimum tax, state or local taxes.

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