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 personalized strategies and advice. Our investment recommendations start with these key considerations:

• Identifying the financial objectives that are most important to you

• Aligning your investment recommendations with your comprehensive financial plan

• Planning for uncertainty and managing risks as you pursue your objectives

• Identifying tax-loss harvesting opportunities

• Considering your investment preferences or interests such as socially responsible investing and dividend-focused investing

• Provide diversification strategies for concentrated stock positions while considering tax implications

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

• Planning for your loved ones and/or charitable organizations

• Recommending investments that align with your objectives, risk tolerance and time horizon

• Considering frequency of desired ongoing management and reviews

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

With managed accounts, you’ll have the option to 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 the asset allocation within accounts, on an ongoing basis with the goal of ensuring they stay aligned with your investment objectives.

Brokerage services include taking your trade instructions and executing your securities transactions; and, upon request, provide 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.