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The Firm structures and manages portfolios of liquid assets to achieve Client financial planning objectives. We believe a diversified portfolio that balances a number of investment alternatives is critical to the safety of our Clients' assets. As a result, we seek a balance of investment-grade stocks, bonds, and money market instruments to create a mix that best satisfies a client’s individual requirements. Long-range perspective and an emphasis on value are the basis of our investment philosophy. Portfolios are structured with the objective of increasing wealth and providing cash flow as needed; however, we believe that the risk of loss of principal is too great a price to pay for a short-term increase in return. Therefore, we concentrate on long-term, high quality investments for the purpose of protecting our Clients' assets.
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