Investment Oversight

Our Services

Trusted Strategies for Your Personal Priorities

When we sit down with you to discuss your personal and family financial goals, we consider your current financial situation, any special circumstances and your tolerance for taking risks. Then we build a strategy tailored to your individual goals and objectives.

Our primary services for personal needs include:

  • Custom investment plans to support your life's ambitions
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Regular meetings to review and evaluate your investment performance, update your overall financial objectives and to adjust your portfolio as appropriate
  • Independent advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s and long-term incentive plans