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Investment Portfolio Management and Design

Do you ever ask yourself any of these questions?

  • How are all my various investment accounts working together?
  • What am I currently paying in total fees and how does that compare to marketplace?
  • What is my current overall investment strategy and diversification mix?
  • What is my risk tolerance and how do I feel at my current age about market corrections, such as the corrections that took place in 2001 or 2008?
  • Is any part of my portfolio insulated in some way from stock market corrections?
  • What is my overall investment strategy and what are my ultimate goals?
  • Am I utilizing the right type of retirement accounts?

These are just some of the questions we help our clients answer.  The first step in our portfolio management process starts with developing a clear understanding of your unique financial picture, including your:

  • Investment objectives
  • Current asset allocation mix
  • Expected and required cash flow
  • Risk tolerance
  • Tax situation
  • Current fee structure

With that knowledge in place, our advisors will collectively analyze what investment strategies best reflect your unique financial and life needs. As an independent financial practice, we can choose from an unlimited investment network and design more diverse portfolios for each client we serve. We believe in industry-low cost models as well as vast diversification* to achieve your investment goals.  

Our Product Marketplace:

  • Mutual Funds
  • Exchange Trades Funds
  • Exchange Trades Notes
  • Unit Investment Trusts
  • Separately Managed Accounts
  • Unified Managed Accounts
  • Individual Stocks
  • Individual Bonds
  • Structured Products
  • Quantitative Portfolios
  • Third-Party Strategists
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities

As a result, we will focus on finding investments to fit your goals — rather than making you fit into a limited selection of predetermined portfolio models. This environment helps ensure that you receive:

  • Full access to the investment landscape
  • Portfolios designed to reflect your specific financial needs
  • Asset allocations* that are broadly mixed to help minimize risk across your portfolio

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here


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*Diversification and Asset Allocation are methods used to manage investment risk and neither assures nor guarantees better performance or protect again loss of principal due to changing market conditions.