Services: Individual & Institutional
We offer investment advisory and management services through portfolio construction, consulting and monitoring. We specialize in asset allocation development and sector diversification utilizing the securities of the S&P 500. We provide individualized investment strategies for private investors and small- to mid-sized nonprofit foundations and associations.
Our advisory services include:
- Assessing investment objectives and risk tolerance for each client.
- Development of a sound investment policy statement
- Portfolio construction & management
- Asset & Sector Allocation Development
- Cash Management Advisory Services
- Mutual fund consultation (individuals)
- Board consultation & communication (institutional)