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PERSONALIZED PORTFOLIO MANAGEMENT. With RIA, each portfolio is tailored to the individual client's needs and objectives based on a disciplined approach to building and monitoring broadly diversified portfolios.

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EXPERIENCE. The RIA team has a combined 50+ years of investment experience. Together, we use our combined knowledge to provide our clients with the ideal solution for their investing needs.

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INTEGRITY. We pride ourselves on putting our clients first.

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DEDICATION. We are dedicated to a disciplined approach to creating and monitoring client portfolios to ensure we meet the needs and expectations of our clients. 

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INDEPENDENCE. RIA is an independent investment advisor with interest aligned with those of our clients. We are not here to sell a "product" but rather to provide a "solution" for our clients.

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SERVICE. RIA strives to provide exemplary service by maintaining open lines of communication with our clients.

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DEEP UNDERSTANDING. Before we invest any money for a client, we first determine the client's goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation.

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DISCIPLINED PORTFOLIO CONSTRUCTION. Based on the specifics of each client's situation, we provide broadly diversified portfolios using a disciplined investment selection process. We seek diverification within each asset class----across sectors and industries.

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PORTFOLIO APPROACH TO INVESTING.  Refers to evaluating individual investments based on their contribution to the overall risk and return of the  portfolio.

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RIGOROUS OVERSIGHT. When implementing a client's investment strategy, we use a stringent process to develop and continually review each portfolio to ensure it meets the objectives established for that client.

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Invesment Objectives

  • To Achieve Consistent, Long Term Capital Appreciation

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  • To Minimize Portfolio Turnover

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  • To Outperform “Style” Benchmark

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  • To Deliver Portfolios That Contain Lower Risk Than The Overall Market

Investment Process

1. Screen thousands of public market companies for basic size, valuation and growth parameters.

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2. Create “style” lists that fit criteria of specific portfolios and rank stocks in order of suitability and timeliness.

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3. Top three companies in each industry and/or sector are modeled and researched by evaluating management and using broker/dealer resources to confirm our opinion.

Quality Control

  • Review Strategy: Top down review of industry weighting and guidance

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  • Review current "buy list" and analyze current company developments in light of expectations.

 

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What WE're Not

  • We're Not Market Timers

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  • We're Not Market Technicians

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  • We're Not Momentum Investors​

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