Investment Management

We provide institutional quality wealth management customized to our clients unique goals and situation. Our portfolios are actively managed using low cost underlying investments. We utilize low cost passively managed investments in the most efficient markets and seek out alpha in active managed funds in those markets providing an opportunity (Click here to read a white paper on efficient markets). Risk management is our primary concern. We believe that a long-term investor is better off using a strategy that attempts to limit losses in a down market rather than trying to beat an up market.