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Investment Management

Our goal is to help you preserve and protect what is most important to you and your family. Our approach to asset allocation and investment planning seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Fixed and variable annuities
  • Municipal, treasury and corporate bonds
  • Strategic Wealth Management (SWM)
  • Domestic and international stocks
  • Model Wealth Portfolios (MWP)
  • Mutual funds
  • Alternative investments*
  • Exchange Traded Funds (ETFs)


* Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

Learn more about Our Investment Philosophy and Process.