Portfolio Management

We believe every client deserves personalized financial solutions. Regardless of where you are in your financial journey, we’ll spend the time to get to know you and your goals. Once we’ve identified your specific goals, we can build a fully-customized financial plan to help you achieve the retirement you’ve always envisioned.

Income Generating Investments

Our clients understand that individual fixed-income securities can provide a measurable reduction in risk, costs, and tax implications when compared to bond mutual funds. That’s why our advisors create fully-customized portfolios of individual income producing investments that are tailored to our client’s needs. Our active management of these fixed-income securities allows our team of portfolio managers to continually identify opportunities to help maximize returns on our clients’ behalf. The active management of individual bonds and bond-like instrument allows us to continually identify and act upon opportunities to help maximize returns for our clients—seeking to help maximize income first and provide opportunities for growth second. To do this, we use a variety of strategies, including proactively swapping bonds and bond-like instruments to get a higher current yield today, as well as swapping bonds and bond-like instruments to get a higher yield in the future by getting a better purchase price today. This way, if it is held until maturity, our clients can earn more. Something else we can do is to swap bonds and bond-like instruments defensively to get a more secure bond with a higher rating, or a shorter-term bond.

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"Will I still be able to retire? Can I stay retired?" We are here to help.