Investment Management

Our fee-based institutional asset management solutions involve the use of multiple managers who employ tactical, strategic and absolute return asset allocation strategies. As independent advisors, we are not restricted to using a proprietary asset management solution for our clients. We survey the marketplace to find managers who have a consistent, repeatable investment methodology, significant industry experience, and a solid risk-adjusted track record. Only then will we employ their services for our client portfolios. If one of our managers does not continue to meet our stringent criteria we will replace them with a new manager who passes our selection criteria.