Portfolio Management Process

We employ both passively managed indexed ETF,  actively managed Open and Closed End Mutual Funds , and Individual Securities to meet our Investment goals.  Each client portfolio is treated differently depending on the personal investment goals of the individual .  

In our initial consultation we assess the risk tolerance of the client in addition to the time horizon for the assets invested. Based on the conclusion we position the portfolio and manage the investments accordingly over time.

Fund and security selection is rigorously decided by consulting Morningstar Reports, TD Ameritrade Research, and Fund Family information.