Investment Management
We take a long-term, holistic approach to investing. We help you incorporate your Financial Plan and determine an asset allocation that strives to meet your goals and objectives. There is no one-size-fits-all solution. We will use a number of investment vehicles to obtain the desired exposures that pertain to your specific situation using our proprietary investment portfolios. We use a combination of passive and active investments, recommending tactical changes when the market environment permits. Our investment process incorporates a diversified approach using both active and passive investment strategies. Specifically, we help you create portfolios using a combination of proprietary, research driven, equity models, institutional managers, and Exchange Traded Funds (ETFs). For those families with the appetite and understanding of alternative investments, we integrate private equity, private debt, hedge funds and structured products components.
Through our Pontera platform we are able to offer professional for-fee 401(k) management services to your existing retirement plans – while you’re still working and contributing to your plans.
You have worked hard to accumulate your wealth. Handing that over to the right investment professional requires trust and will solicit many emotions. Our job is to educate clients, helping them stay focused on their objectives through various market conditions. We believe that the greatest risk to a client’s well-being is deviating from a long-term plan in search of short-term comfort during times of temporary unease.
Diversification and asset allocation does not assure a profit or protect against loss in a declining market. All investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Exchange Traded Funds (ETFs) are sold by prospectus. Investors should carefully consider the investment objectives and risks as well as charges and expenses of all ETFs including the underlying portfolios before investing. To obtain a prospectus, contact your Wealth Manager. The prospectus contains this and other information about the investment. Read the prospectus carefully before investing.