Investment Management

Finding the right portfolio for you takes a deep understanding of who you are. We take the time to explore your unique financial position, opportunities, and challenges to tailor the most effective solutions and advice. Our investment recommendations start with these key considerations:

• Prioritizing the areas in life that are most important to you

• Aligning your investment recommendations with your comprehensive financial plan

• Planning for uncertainty and taking only necessary risks to achieve your objectives

• Proactively tax-loss harvesting to increase after-tax returns

• Considering your investment preferences or interests such as socially responsible investing, dividend-focused investing, or investing in Blockchain Technology

• Positioning your portfolio to sustain regular and periodic spending needs

• Protecting & diversifying concentrated stock positions while managing taxes

• Tailoring your portfolio to your unique tax circumstance, liquidity needs, or other personal constraints

• Planning for your loved ones and/or charitable organizations

• Increasing return for a given level of risk via specialized portfolio diversification

• Considering frequency of desired ongoing management and reviews

We offer access to a variety of investment strategies, investment firms, portfolio strategies and boutique money managers that provide ongoing, professional advisory services. We also have the ability to build custom advisory portfolios unique to your individual situation.

With advisory services, you’ll typically grant us discretion to buy and sell investments in your account without asking you in advance. You may limit our discretion, such as by imposing reasonable restrictions on investing in certain securities or groups of securities. Some of our investment advisory accounts are non-discretionary, which means you are required to pre-approve each investment transaction that we recommend.

We will typically monitor accounts, and specific investments within accounts, on an ongoing basis to align with your investment goals.

Brokerage services include taking your orders and executing your securities transactions; making recommendations for you to buy, sell, or hold securities. In most cases, we provide recommendations to you on specific investments, but you make the final investment decisions for your account. We don’t monitor brokerage account investments for you, unless we state otherwise in writing.

Easy, low-cost online investing with the guidance of a licensed Financial Advisor.