Managing Investments

Managing Investments is a critical part of achieving your financial goals. Whatever savings goal you have — retirement, kids education, a new home — you should know your money is working as hard as you do. We start with a plan — so we know where you want to go — then we’ll build a portfolio to get you there.

With an investment plan in place, you can focus on your long-term goals and not be distracted by the ups and downs of the markets.

Investing is about risk and return and there are no guarantees — however, we use time tested approaches that will give you the confidence to invest for your long-term goals. We’ll help you determine your comfort with risk using a simple, intuitive on-line tool called Riskalyze® — and then we’ll make sure that your investments match your tolerance for risk. We’ll review your portfolio regularly and adjustment it when necessary to make sure you stay on track.

Most importantly, we’ll serve as your investment coach to keep you focused on why you started investing in the first place – buying that house, sending the kids to college or fulfilling your retirement dreams.

Click the button below to take the free Riskalyze® questionnaire to find out your Risk Number®. Note: This application is supported by Google Chrome, Safari or Firefox. Click here to download Google Chrome. Or email us at if you would like us to send you the survey via email.

Please view the short video below to learn more: