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Investment Management

With access to a broad range of investment solutions, our professional portfolio management team oversees personal and business assets based on each client’s unique needs.

Our Investment Management Services include:

  • Investment analysis, supervision, and creation of individualized strategy
  • Customized communication plan
  • Asset allocation strategies
  • Performance measurement and reporting
  • Safekeeping of assets
  • Collection of income and coordination of account distributions
  • Online account access for reviewing portfolio holdings transactions and statements
  • Investment management for Endowments and Foundations

Our investment philosophy consists of delivering a customized portfolio while focusing on the needs and risk characteristics of the client. We do this by:

  • Developing a customized investment policy statement
  • Utilizing open architecture investment solutions with no proprietary offerings
  • Combining active and passive investment strategies
  • Balancing capital appreciation and generation of stable income
  • Implementing tactical changes to adapt to market fluctuations
  • Generating appropriate risk-adjusted returns based on stated investment objectives

To learn more about our Investment Management services or to set up an appointment with our team, call 585.336.1300.