By having a detailed and thorough understanding of YOU and YOUR goals, a long-term investment plan is created.

With this plan, in conjunction with our outlook on the economy and markets, portfolio allocations are developed. Over the years we have found that it behooves most investors to stay focused on their long-term goals by holding true to their well-thought-out investment strategies and investment plans based on reason and logic. We want to avoid being overwhelmed by the latest crisis du jour. After all, it seems there is almost always something to worry over. Too often, without sound financial guidelines and a steady hand, investors can easily get confused by focusing on issues and factors that have little if any long-term impact but rather cause increased anxiety and worry, and if acted upon can derail one’s long-term plans. We have found that over most economic cycles and market regimes, one is typically best served by staying true to the course and making slight nuanced moves versus wholesale radical shifts to one’s portfolio.

If you are looking to build a relationship with financial experts who care, who listen, and who thrive on serving YOU and YOUR needs – look no further. YOU may have just found the Registered Investment Advisor who will take YOUR wishes, coupled with our understanding of the economic and market landscape, to create strategies that hopefully fulfill YOUR long-term goals.

We commit to staying in contact with YOU, our trusted clients, and investors. Each relationship we share is accompanied by a frequency of contact timeframe schedule based upon YOUR unique preferences. We work for YOU and aim to fulfill your communication preferences in frequency, style and substance to YOUR liking. Furthermore, changing, and evolving conditions in the life of the investor and/or in the economy, markets, and YOUR specific portfolio dictate the level of additional direct communication with YOU. Additionally, our investors receive ongoing Market Updates, along with thoughts on changing conditions and assessments as appropriate.

As a Registered Investment Advisor (RIA) we serve as a fee-only fiduciary. This is something that distinguishes our firm from non-fiduciaries. As such, we are required to put YOUR interests first and foremost. We do this by taking the unique wishes of YOU, our client, and construct an investment plan and strategy that have the potential to satisfy YOUR goals and objectives. This client-centric approach allows us to focus on YOUR needs by placing YOUR interests first.

“Whether working together for decades or only days, we believe in investing in relationships.”

— J.D. Joyce

Investing, portfolio management, and financial planning, often involve multifaceted approaches and processes. Sharing a close personal relationship with YOUR investment advisor allows for more meaningful dialogue, hopefully resulting in a better understanding of YOUR goals, wishes, and perhaps even dreams. Ideally, that understanding lends itself to a fulfilling client experience with potentially better outcomes. We strive to get to know YOU.

Let’s start a conversation to learn more about YOU. Who knows, YOU might find we make a good fit!