Investment Approach

Wealth Management

Investment Approach

Our Investment Management Process

There's no one-size-fits-all approach to investing. Instead, we get to know you and your ambitions and use evidence-based methodology to customize your portfolio. Our five-step process leads to a custom-created and carefully managed investment plan with a long-term outlook.

Investment Principles

We offer personalized and experienced investment advice while sticking to these principles.

1. Don't React to Market Cycles

The market has peaks and valleys. Trying to time the market or adjust to the inevitable ups and downs simply creates more risk. A diversified portfolio and a long-term outlook can help you absorb market changes.

2. Have a Long-Term Strategy

Time in the market matters more than timing the market. Define your risk tolerance and investment time horizon first, then invest accordingly.

3. Diversify

Millions of people trade every day. The market processes this information in real time and sets prices efficiently. Your portfolio will have a mix of equities, fixed income, and cash that’s right for you.

4. Focus On What You Can Control

We can’t control the market, but we can reduce expenses, minimize taxes, diversify your portfolio, and structure investments for your circumstances.

Meet Our Investment Team

Kyle Cipperley

Trust Investments Manager

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Matt Adamson

Portfolio Manager

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Sarah Madison

Portfolio Manager

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Erik Ustad

Portfolio Manager

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