Asset Management

Long and short-term investment strategies focused on your financial health and wellness.

Asset Management

 Using SharpePoint SynerG Solutions along with our in-house research and asset management, our team of local investment professionals employs a disciplined wealth management approach approach to achieve your investment goals and manage expectations.  SharpePoint SynerG features strategies to ensure your wealth can weather any storm. 

We start with the big picture ensuring all of your assets are included in Your Strategic Plan

To better understand your situation, we consider your investment needs and goals, objectives, tolerance for risk, time horizon and liquidity needs.

We conduct research and develop our convictions.

Using our investment approach, we:

  1. Seek potential returns and manage potential risks
  2. Consider innovative approaches
  3. Emphasize active management
  4. Select consistent and leading asset managers
  5. Assess performance
  6. Make tactical investment decisions
  7. Regularly monitor portfolios for progress toward goals

Commitment …
Knowing investment professionals are engaged in the management of your wealth

Clarity …
About how you’re invested and to your established goals

Confidence …
Your investment portfolio matches your investment objectives and risk profile

 

 

 

We regularly monitor and modify investment portfolios to address market changes and potential opportunities that arise.

Our Investment Philosophy

Our investment philosophy is rooted in principles that keep us focused on what’s most important: helping our clients meet their financial and life goals. As stewards of your financial future, we are bound by our Fiduciary Duty to keep your best interests front and center. We do this by understanding your goals and risk tolerance, customizing a plan to fit your needs, choosing the right investment vehicles through meticulous research, and actively managing your assets to ensure you’re on track to meet those goals.

Enhancing and Protecting Life Well-Lived

with COMMITMENT | CLARITY | CONFIDENCE