Investment Services

We focus on solutions – not products, and our only loyalty is to our clients. Quite simply, our goal is to help you develop and manage a comprehensive financial strategy that helps you fund your lifetime financial needs and achieve your desired financial legacy.

Our core portfolio management philosophy utilizes a core-satellite investment strategy. Employing an open architecture platform, we create portfolios, which strike a balance between your need for growth and income with your ability to assume risk.

At the core, our client portfolios include a traditional allocation to equities, fixed income securities and other investments used solely to help hedge downside risk. This last group of investments represent our unique risk management capabilities. The benefit of this “value replacement strategy” is that our clients have historically been able to stay invested even during challenging market conditions without experiencing major losses.

This core portfolio is supplemented by a variety of other investments that will vary according to client needs and desires. Portfolios are managed with an eye toward tax efficiency and protecting against the potentially negative effects of inflation.

Bear