Investment Management

Our goal is to help you preserve and protect what is most important to you and your family. Our approach to asset allocation and investment planning seek to help you:

• Meet income needs over time
  
• Manage risk in line with your goals and time horizon
  
• Generate growth to outpace inflation and achieve goals

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

• Cash and money market funds
  
• Fixed and variable annuities
  
• Municipal, treasury and corporate bonds
  
• Domestic and international stocks
  
• Mutual funds
  
• Exchange Traded Funds (ETFs)
  
• Alternative investments*

* Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.  Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments

Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.