Investment Management

“You’ve got to know when to hold ‘em and know when to fold ‘em”. – Kenny Rogers

Would you like to have an entire team of experienced professionals?

Our investment management strategy evaluates fund managers using 11 important values and ranks them against their peers. Each recommendation is based solely on how they score relative to their peers. We regularly monitor their performances to help ensure that they continue to perform in your best interest.

Each quarter we review and provide reports to our clients regarding their investments and offer an opportunity to discuss if any changes need to be made.

Our philosophy is simple: if a fund slips below a certain established benchmark, we notify our clients and discuss a course of corrective action. We provide guidance and allow our clients to also have input on how their money is managed.