Investment Management
Trends attract followers. We help you pave your own future.
Financial goals set in dollars means you’re doing it wrong.
Of course you want to grow your wealth. But why you’re growing it, how you invest, and who will benefit from it are all important things we factor in when helping you design your portfolio.
Our objective is to bring intentional process to your assets. Many investors make decisions based on hearsay, emotions, and financial media guidance. But what none of those things take into account are you and your personal goals.
Personalized Strategies
Our ten unique investment strategies were developed to create an individualized approach to your investing. Each has a defined process that is overseen by our investment committee.
Individual Review
As a new client, the committee collaborates to review your plan and determine a custom blend of strategies, tailored to meet your goals and match your tolerance for market volatility.
Plan Monitoring
Your plan is continually monitored by your financial advisor and adjusted as your needs change. Because wealth grows, and people do too.
Your future is more valuable than a cookie-cutter portfolio. Reach out to an advisor and we can help you design a plan that accrues more opportunities for a fulfilling life.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Investment Management Insights
New President, Old Principles
It’s the beginning of a new presidential term, and with new leadership comes new policies, conflict, and uncertainty in the marketplace. At least, that’s how many people feel. With the historic last few weeks America has had on top of a year that turned the world upside down, it’s no wonder emotions are higher than…
Politics & Investments: A Webinar with Walt Czaicki of AllianceBernstein
View our live webcast with Senior Investment Strategist Walt Czaicki to hear him discuss today’s political landscape, the relationship between the market and politics, and how to approach investing through it all. Walt Czaicki has been working in the investment management industry since 1986, and now serves as a Senior Vice President and Senior Investment…
Volatile Election, Volatile Market?
Without a doubt, the most common mistake I’ve seen clients make over the last decade is letting their politics drive their investment decisions. I cannot think of another investment mistake that comes close. As we enter another volatile and heated election season, our clients are again expressing fear about the potential impact the election might…
Negative News, Positive Markets
Institutional investors oversee the vast majority of stocks and bonds, and have a significant influence on market price movements. These institutions include pensions, mutual funds, insurance companies, and large endowments. But unlike most individual investors, these professional asset managers’ market sentiment is not based on the latest headlines. While they can’t tell the future, these…
Fritz Meyer Webinar
Economist and market analyst Fritz Meyer share his insights on today’s economy and how the pandemic is affecting the market. Raymond James is not affiliated with and does not endorse the opinions or services of Fritz Meyer. The information has been obtained from sources considered to be reliable, but we do not guarantee that the…