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Investment Philosophy

We view investing as one component of a comprehensive plan that is designed to give clients the best possibility of achieving the goals they have for themselves and their families. We believe that investing without a plan is chaotic and creates anxiety, while investing within the framework of a thoughtful and well-designed plan can help provide peace of mind and confidence.

We believe that we can neither predict short-term market performance nor time short-term market cycles. Experience has taught us that the best way to invest is by focusing on what we can control on behalf of our clients, and we do that by:

  • Utilizing high quality investments
  • Implementing strategic asset allocations
  • Considering the impact of investment expenses
  • Evaluating the need to re-balance
  • Avoiding emotionally driven investment decisions
  • Managing to the timeline that an investment needs to serve our clients
  • Prioritizing tax efficiency using asset location, tax loss harvesting and tax year strategies
  • Making decisions with the clients' best interest in mind