We employ a disciplined approach to asset management. Through our "Managed Portfolio Program",we assist our clients in accomplishing their long term investment objectives.
With the above in mind, we work closely with individual clients to customize an investment portfolio that can accomplish the client's specific financial objectives within their specific risk tolerance.
In the retirement plan environment, we work closely with the plan trustees to establish the investment options that can accomplish the objectives of the plan and the employees. We assist the trustees in maintaining the investment options that meet the requirements of their Investment Policy Statement. We also work closely with plan participants in establishing an investment strategy that is specific to their needs and goals.
Additionally, we work with our corporate, business and professional clients to enhance and/or maintain their retirement plan. We can assist in the design, review, modifications or implementation of all types of retirement plans, including: 401(K) Plans, Profit Sharing Plans, Pension Plans, SEP and SIMPLE Plans, etc. Our goal is to insure that our clients have a retirement plan that accomplishes their business objectives, as well as the objectives of their employees.