Our clients are busy people. They don’t have the time or inclination to be involved in every investment transaction or buy-sell decision. Rather, they trust us to take care of this for them. Of course, the fancy way to say this is that we provide discretionary portfolio management.

With this approach, you set the direction and goals, while our team works together to ensure the proper execution based on your objectives, risk tolerance and investment time line. We maintain ongoing communication and transparency throughout to help you see and know that your portfolio is aligned with your objectives and preferences.

We believe running a full discretionary practice helps us cultivate a sense of comfort for our clients so they can rightfully focus on their lives and their families. We appreciate the trust our clients place in us, and in turn, we believe they appreciate the freedom that comes from placing the task of investment management in the hands of someone who is experienced, trustworthy and committed to acting in their best interest.


Making your financial life easier