Goals Based Investing

We believe in investing to meet financial objectives and achieve outcomes.

We are dedicated to helping clients achieve goals by providing unbiased advice, personal attention, and quality service. This may provide life outcomes in a preplanned way. It’s less exciting but more predictable than just investing money here and there, based on the latest stock tip of the day or fad.

We help clients:

  • Describe each goal, with time horizons and cash flow needs
  • Identify the target return necessary over the defined time horizon with a high probability of success
  • Design and implement allocations and investment strategies for your goals
  • Track progress towards achieving each goal & adjust strategy as needed

Our portfolio construction process brings different components of your portfolio together to help each client achieve life goals.

Build Wealth

  • US Stocks (growth, value, large, mid, small)
  • Foreign developed market stocks
  • Emerging market socks

Generate Income

  • Medium- and long-term Treasuries
  • Medium- and long-term Corporate and Municipal, Bonds
  • High yield bonds
  • Bank loans
  • Preferred stock
  • Emerging market debt
  • Options strategies

Preserve Capital

  • Short-term Treasuries
  • Short-term Corporate and Municipal Bonds
  • Floating rate securities
  • Options hedging

Outpace Inflation

  • Real estate investment trusts
  • Inflation protected bonds
  • Commodities