Our Process

Our firm provides investment management services for client portfolios after a thorough review of a client’s goals, risk tolerance, and financial profile. We believe in active, absolute return focused portfolio management, rather than simply a buy and hold strategy.

We provide advice on individual stocks, bonds, separate managed accounts, as well as mutual funds, ETFs, etc. We also recommend the use of alternative assets including direct investments in real estate, oil and gas, and private equity/venture capital if appropriate.