Wealth management is not about “beating the market” or never experiencing a loss. It is about creating an investment portfolio that is best for your situation.
The ultimate recommendation is driven by your financial needs and psychological ability to withstand the ups and downs of the market.
We employ both active and passive strategies in well-diversified portfolios, depending on what is best for each client. We may also compliment a diversified portfolio with strategies that produce reliable lifetime income.
Asset management fees are based upon strategies employed and amount of assets being managed for each household.