Investing Made Easy
Highly customized portfolios based on your unique situation and goals.
We'll go over all of your information and review your goals. Understanding what you are trying to achieve is the foundation of your plan.
A custom portfolio is built for you depending on your goals, risk tolerance, and timeline. You are unique and your portfolio should reflect that uniqueness.
We'll monitor your portfolio and make adjustments as needed. Sit back and relax while we take care of everything for you.
Our Investment Strategy
In an age of robots and blending in with the crowd, we are not afraid to be different. We believe stocks are the best way to achieve wealth over a long period of time. In fact, we believe many investors, young and old, are under-invested in equities at any given time.
While stocks are our primary focus, we'll still use other asset classes, such as bonds, to help investors reach their goals. Each investor is different and our portfolios are a direct reflection of that uniqueness.
All investment accounts are held at Charles Schwab, which provides unmatched security and transparency. The following are a few types of accounts we can manage directly for you.
Individual and Joint Accounts
Traditional IRA, Roth IRA, SEP IRA, and 401(k) Rollovers
Custodial Accounts for Minors