Our Services

Through our affiliation with United Planners, we work with you to develop a personalized investment strategy and risk management plan that is comfortable and aligned with your values and priorities. While Modern Portfolio Theory is the core of our investment management philosophy , we also use strategies and solutions beyond the traditional buy-and-hold approach to manage risk and enhance returns over time.

Your investment strategy will only be successful if you have confidence it will accomplish your objectives in a manner that is comfortable for you. This is why we take the time to learn about you and create a strategy that is unique for you and your needs.