Investment Management

The most treasured asset in investment management is a steady hand at the tiller.


Whether you’re planning for retirement, a child’s education, or achieving your ultimate legacy, the last step in any planning is how to best allocate your available assets to pursue those end-goals. Based on our years of experience and our in-depth knowledge of understanding how different asset classes are correlated, we construct a diversified portfolio that is aimed at achieving your optimal return, while attempting to minimize the risks associated with getting you there. Of all the work we do, the investment management piece fosters our greatest passion because it is quantifiable. Our clients can see the direct result of our dedication of time, years of experience, and investment expertise.

Epic Insights

Market Update: Big Week for Market Watchers
Aug 5, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to … Continue reading “Market Update: Big Week for Market Watchers”

Required Minimum Distribution 101
Aug 3, 2022

If you are approaching your seventies, get ready for required minimum distribution. You may soon have to take RMDs, as they are called, from one or more of your retirement accounts.

1.34 Billion Reasons to Be Prepared for a Windfall
Aug 1, 2022

What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot ballooned to $1.34 billion, yet the lucky winner has yet to be revealed. It’s safe to say most of us have thought about what it would be like to win.

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