Investment Management
Long-Term Investing
For individual clients, we believe that once you allocate money to meet your lifestyle needs and expected expenses, the rest should be managed with a long-term perspective with low trading activity and modest to low costs depending on your situation.
For corporate, charitable institutions, or other institutional clients, we can manage a mandate or asset allocation in the same low turnover, low-cost style. For full discretion accounts, we manage the funds in the same manner with an 8-16 year time horizon and a US-centric equity portfolio. Clients can choose from a moderate, moderate-aggressive, and aggressive allocation. The portfolios can be skewed to meet income needs or account growth targets.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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