- Asset allocation recommendations
- Portfolio design and construction
- Continuous portfolio monitoring, rebalancing and maintenance
Data drives all of the decisions we make at the firm. The data we look at tells us that investors tend to be their own worst enemies. Much of what we do is designed to help our clients overcome the emotional drive to do the wrong things at the wrong times. Our job is to help clients define their goals, remind them of these goals over time and minimize unforced errors on the way to achieving said goals.
We believe that clients who ultimately benefit the most from our services understand something very important about behavioral finance, proven time and time again: Investors are not hardwired to make rational decisions when confronted with emotional, challenging facts with regard to their investments.
We generate a great deal of value as financial advisors by understanding this. A large part of our jobs is to act as a barrier between investors and their own worst instincts. We help to provide a buffer between both the Buy & Sell button.
We know that over our clients’ lifetimes there will be economic, political, and market events that will create significant emotional hurdles. Our mission is to help them clear these obstacles and stay on track towards the retirement they’ve worked so hard to enjoy. We work well with clients who engage actively with us during the planning process and who share our investment philosophy. We encourage our clients to be involved. After all, it’s their vision we’re pursuing.