Investment Management

Our Investment Philosophy

Our products are diverse, but they share common goals: to provide market exposure when conditions are favorable and seek tactical protection during market downturns.

Advanced Diversification

Diversification is a portfolio’s first line of defense in managing risk. We build an allocation that features a mix of assets built for an investor’s long-term goals. Select investments include:

  • Mutual Funds
  • ETFs
  • Individual bonds
  • Alternatives
  • Preferred Stocks
  • 529 Plans

Manager Selection

We select managers that have demonstrated the ability to outperform through stock selection and a disciplined investment methodology, which aligns with our philosophy to be diversified and structured for both the long and short term.

Here’s the bottom line. We’ll provide you with the right strategy for your goals and desired level of risk at each stage of your investment lifecycle.


No strategy assures success or guarantees against loss. Investors should consider the tax consequences of moving positions more frequently. Stock investing involves risk including loss of principal. The fast price swings in natural resources/commodities will result in significant volatility in an investor’s holdings. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.