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Investment Financial Services

The allocation of the portfolio between fixed income, equities, commodities and cash is most important decision.

We develop an investment strategy that combines a client's personal needs for:

- Cash flow from the portfolio;
- Growth/Return objectives; and,
- Risk tolerance with opportunities in the financial markets.

Equity Process

Our equity process focuses on selecting primarily mid and large capitalized companies that are leaders in their respective markets, are projected to achieve superior returns on invested capital, and have potential to grow revenues and earnings over time. In addition, we integrate Environmental, Social and Governance (ESG) factors into our detailed research and fundamental analysis.

24 factors

Quarterly, each core holding is evaluated on 24 fundamental and technical factors
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Fixed Income Process

Our fixed income process focuses on matching a client’s cash flow needs from the portfolio aligned to bond maturities. Bond holdings are evaluated on credit quality compared to the associated risk premium with the objective to identify opportunities yields are attractive to the assumed risk.

fixed income securirties include

Individual corporate, government, and municipal bonds with various mutual funds and ETF’s for yield enhancement.

investment banking

April 22, 2019

How our Firm Assists Clients who Purchase Annuity Products

As our firm continues to grow, Andy and I are visiting with more and more clients who own some form of an annuity contract.    This is usually revealed to us at the beginning of a client relationship with a series of questioning statements, such as:…

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investment banking

April 22, 2019

Financial Planning for Those in the Empty Nester Stage

Life brings about many stages and phases, each with its own set of perks and challenges. Empty nesters experience a wide range of emotions as their children gain their wings and fly, yet through it all they still shoulder some hefty financial burdens. A recent…

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July 17, 2019

Protecting the Elderly from Financial Fraud and Exploitation: What You Need to Know

Financial fraud is the fastest growing form of elder abuse. Financial elder abuse happens when someone illegally or improperly uses a vulnerable senior’s money or other property. With an estimated cost of $3 billion per year, these crimes are difficult to combat because they often…

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Stay up to date on financial news and our investing strategies with our Quarterly Newsletter

Each quarter, we give you our take on the market, and other financial planning news and insights. From equity strategies and global trade impacts and to healthy financial planning and trends in ESG. Subscribe below to join our mailing list.

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