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We are holistically-minded and pride ourselves in operating within a customer-focused framework. Creating overarching plans, finding solutions and providing industry expertise is our priority.
We employ a blended use of asset allocation, risk appropriate investment, tax awareness and long-term goal/estate planning. We believe that investing in the market and staying invested in the market is the only consistent path to growth, and staying invested in the market is a function of tolerance to market shifts and variations, to which every individual has unique reactions. As such, we feel that managing according to risk tolerance, tax sensitivity and long-term goal and estate inclinations leads to the highest probability of long term investment without sidelining investments.
We believe in controlling the things that we can, such as cost and tax.. We strive to balance lowest possible cost with the value of diversification. Our firm also has broad expertise in taxation, thus we monitor and trade our clients’ accounts with client specific tax sensitivity and for tax advantage.