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Investment Management

We believe strongly that clients should have an appropriately diversified portfolio of securities. Your portfolio may include:

  • Stocks
  • Bonds (corporate, municipal, government, high-yield)
  • Cash investments (money market funds, CDs and Treasury Bills)
  • Funds (Exchange Traded Funds and Open-Ended Funds)
  • Alternative Investments

After completing your personalized portfolio analysis, we will work with you as needed to monitor your portfolio, or to design a new portfolio that can help you keep your long-term goals and objectives on course.

Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.