Like everything we do, our Investment Management strategy begins with understanding who you are, what you hope to accomplish, and how risky you desire to be. Together we identify what your needs and objectives are. We then personalize our service to you ensuring, on a continuous basis, that your portfolios are managed in a manner consistent with your needs and objectives. Of course, at any time, we are happy to assist you in making changes or putting into place any limitations you wish. Our goal, after all, is for you to have the peace of mind you need to be able to live your story well.