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Investment Management

The investment markets can be unpredictable but the management of your portfolio should not be. Our focus is to provide our clients with effective and relevant asset management through individualized asset allocation, risk management assessment and mitigation strategies.

The holdings in your portfolio are continuously monitored and on a quarterly basis are tested against eleven quantitative, due diligence criteria selected to reflect prudent fiduciary management.  As a result, changes are made when necessary to insure we maintain quality holdings.