Investment Philosophy
Our approach to investment is based on asset allocation fundamentals. We are not market timers, but rather we subscribe to the principles that a properly designed diversified portfolio be geared toward the client’s risk tolerance level and time horizon.
Market volatility is here to stay and our focus is to assist our clients in developing a diversified financial plan to meet their unique objectives.
We ensure that your investments are well diversified. To accomplish this, we select from all fund categories, including:
Domestic Stock Funds
- Large Cap
- Mid-Cap
- Small Cap
- Growth
- Value
International Stock Funds
- Global
- Foreign
Corporate Bond Funds
Government Bond Funds
- Short-Term
- Intermediate Term
Cash and Cash Equivalents
- Money Market
- Stable Value