Investment Philosophy Built on Experience
Families we work with typically want to understand exactly how their money is being managed and why specific investment decisions are being made.
With 60+ years of combined experience navigating multiple market cycles, we've learned that successful investing isn't about chasing the latest trends or trying to time the market. It's about creating a disciplined, personalized approach that aligns with your goals, time horizon, and risk tolerance.
Learn About Our Philosophy
Our Investment Management Services
Custom Portfolio Design
Asset allocation strategies tailored to your specific goals, timeline, and risk tolerance - never cookie-cutter models.
Ongoing Management
Active monitoring and rebalancing with disciplined decision-making based on market conditions and your evolving needs.
Tax-Efficient Investing
Strategic asset location and tax-loss harvesting to maximize your after-tax returns over the long term.
Risk Management
Comprehensive risk assessment and management strategies that protect your wealth while pursuing your growth objectives.
Transparent Reporting
Clear, comprehensive performance reporting that helps you understand your progress toward your financial goals.
Specialty Situations
Experience handling complex situations including inherited assets, annuities, and concentrated stock positions.
Our Investment Approach
Disciplined. Personal. Experienced.
Understand Your Unique Situation
We begin by thoroughly understanding your goals, timeline, risk tolerance, and constraints.
Build Custom Strategies
Create personalized investment strategies that align with your specific circumstances.
Monitor and Adapt
Ongoing monitoring with disciplined rebalancing and strategic adjustments as needed.
Why Our Investment Management is Different
"Families we work with typically want experienced advisors making decisions about their life savings, not junior analysts following spreadsheet formulas."
Years Combined Experience
Bob and Dan have personally navigated multiple market cycles and economic downturns.
Personalized Strategies
Every portfolio is custom-built for your unique situation and goals.
Sales Commissions
Fee-only structure means our interests are completely aligned with yours.