We understand there are many passageways in the journey of life. Rather than focusing solely on financial data, we take a flexible and creative approach. We take a wide view that embraces your unique personality and preferences.

WE WANT TO BE YOUR FINANCIAL STEWARD
AND TRUSTED ADVISOR

Our investment advisory service is provided on two levels. One level is known as the Representative as Portfolio Manager (RPM) Level. Using this service level we manage your assets on a discretionary basis. This level allows us to manage your portfolio on a customized basis, often to reflect your social, religious, environmental or other personal concern(s). This service level provides an opportunity for you to be personally involved in the management of your portfolio(s). Our second service level provides investment advice on the Referral Level, meaning we refer the ongoing management of your assets to one or more independent strategists.

WE BELIEVE OUR ROLE IS TO:

• evaluate your individual situation through a detailed discovery process.
• choose investment strategies consistent with your stated objectives.
• select investment managers who construct diversified portfolios that seek to provide a proper level of risk adjusted returns.*
• help you implement your investment plan.
• monitor your portfolios, communicate with you on a regular basis and suggest changes as needed.
•  be your financial steward and trusted advisor.

* Investing involves risk including the potential loss of principal. No investment strategy, can guarantee a profit or protect against loss. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.