Investment Advisory Services

Investment Advisory Services is a great fit for those who need assistance with overall management of their investment accounts.

We work with you to understand your personal/ family needs, goals and beliefs. We also want to understand your financial objectives, time horizons, and your comfort with risk. Only then can we begin to construct an investment portfolio based on your unique situation.

Asset allocation is used to distribute your investable assets among a variety of investment categories within your portfolio. This process aims to:

  • Reduce overall investment risk

  • Create more reliable investment forecasts

  • Improve the risk/return tradeoff of your portfolio

Most investors understand that as risk increases, the potential for return also increases. The goal of asset allocation is to provide you with the risk/return scenario that is most comfortable for you.

Investment Advisory Services also involves the choice of securities for your investment portfolio. Basic securities include stocks, bonds, and mutual funds. Separately managed accounts, option strategies, short-term assets, and annuities also may be used to optimize your portfolio. 

Alternative investments may also be an option for the right investor. These types of investments tend to react differently to the markets than more traditional investments and can help further diversify your overall portfolio. Managed futures, hedge funds, commodities, precious metals, and real estate are all examples of alternative investments. While alternative investments may have high return potential, risks are greater and most alternative assets have lower liquidity than traditional assets. That's why we spend a significant amount of time educating clients who may be a good candidate for these types of investments.

Our services also include:

  • Ongoing portfolio monitoring and management
  • Consolidation of investment accounts where appropriate
  • Monthly/quarterly investment reporting and annual tax reporting
  • Ongoing review meetings with your advisor
  • Online account access


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Investors should note that asset allocation and diversification do not assure a profit or protect against loss in declining markets and neither can guarantee that any objective or goal will be achieved. Alternative investments may be illiquid in nature, redeemed at more or less than the original amount invested, are subject to special risks, and are not suitable for all investors. There is no assurance that the investment objective will be attained