Investment Process

Investment Process

We invest your financial assets according to your risk tolerance and return goals.

Bonds – We invest in bonds with a focus on safety of principal and reliable income. We purchase individual bonds that are sensitive to your tax situation and risk tolerance.

Stocks – Using the latest available research and technology, we select securities that complement your existing holdings and objectives. We use the same sophisticated trading technology that some very large institutions use to achieve high quality, low-cost trade execution.

Mutual Funds – With no affiliation to any fund company, we have the freedom to choose the very best from a universe of over 8,000 mutual funds. By continually reviewing the funds we hold, we ensure that we only purchase and retain the highest quality funds, including some lower-cost and exclusive fund options.

Cash – We keep all funds invested by automatically sweeping cash into high quality money market investments that offer nationally competitive yields.