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Our Services
First, We Listen
The most important part of our service to you begins with listening. We listen to your goals and concerns.
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From there, we begin to build the best plan suited to your needs.
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We communicate with you regularly. Throughout the relationship, we are on-call for you to discuss any questions or concerns.
Discipline, Consistency
Our portfolio managers have over 140 combined years of experience through nearly every type of market condition.
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We remain steadfastly focused on time-tested fundamentals, ignore market fads or manias, and provide you with consistent management designed to meet your unique goals.
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We strive to provide competitive results balanced with risk mitigation and capital preservation, all in concert with your overall financial plan.
Investment Management
Customized for your plan & goals
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Diversification & High Quality Holdings
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Risk-mitigating strategies
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Expert portfolio management
Wealth Management
Financial Planning
A custom roadmap for your situation
Goals-based planning; your goals, not ours
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Collaboration with your other advisors (CPA's, attorneys)
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Ongoing reviews and communication
Holistic approach
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Client goals & concerns drive the process
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Personal touch through a dedicated portfolio manager
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Serving clients is our priority
