Portfolio Management – Custom and model portfolio investment management built on a foundation of research and global diversification. Portfolio construction emphasis is on companies of smaller capitalization, higher profitability, and lower price to book value.
Retirement Planning – Develop and model custom retirement scenarios based on client vision, projected resources, and key assumptions.
College Planning – Project college funding needs and determine which vehicle (529 savings plan or prepaid state programs) meets desired objectives commensurate with risk.
Tax Planning – Maximize wealth accumulation utilizing tax efficient investment strategies in conjunction with client tax constraints.