Our Process

Through the firm's many years in the business we have noticed one consistent trend. When investors allow emotions to factor into their investments, rather than having a plan that incorporates both short and long-term strategies, they tend to make the big mistake. Our process has been refined over the years to aim to remove the emotions of investing with 3 key strategies. These three strategies below are the cornerstone to the investing portion of the financial plan. Accompanied by tax strategies and various other planning areas, we aim to bring value above our cost to all the relationships we work with.

Dollar Cost Averaging

Take the guess out of when to enter the markets. A systematic entry of funds allows for and averaging of the price you are paying for unit.

Goal Based Investing

We create strategies that are tailored to your needs and goals. Having assets that match a time horizon for your goals and needs allow our clients to avoid selling more volatile long-term investments during short-term down markets.

Rebalancing

We all know to buy low and sell high, but are you doing it consistently? Rebalancing not only keeps portfolios in their investors stated risk tolerance, but takes a systematic approach by selling a part of the asset classes that went up, and buying the asset classes that are down or didn't grow as much.

Disclosure: Dollar cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market. There are no guarantees any investment or strategy will meet its intended objective.