Portfolio Management

Depend on steady, stable growth

Our goal is to invest your portfolio in the manner that best meets your long-term investment goals and risk tolerance. We use both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, we predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s.

Fiduciary duty

Our only compensation is derived from a fee based on the value of the assets under management, which eliminates conflicts of interest regarding commissions. Additionally, we promote a disciplined investment style that avoids the instability of a market-timing strategy. As a CPA and Registered Investment Advisory firm, we have a fiduciary duty to our clients and therefore adhere to a code of professional conduct and ethics.