400 Lake Street
A Client-First Investment Approach
With your financial plan as a blueprint, we build, maintain, and monitor your investments. Following fiduciary standards,, we are committed to understanding the totality of your personal life before making any investment recommendations.
Personalized portfolios. Selecting investments is an ongoing, collaborative process. It is never a singular event. We strive to select low-cost, high quality investments that balance risk with rewards. We review your portfolio holdings regularly helping to ensure that your overall asset allocation remains aligned with your financial plan.
Know where you stand. Expect quarterly performance reports and monthly statements. We will update your net worth statement regularly, and provide you with secure online access to your entire financial plan.