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.