Services > Investment Services

Investment Services

Investment management is an important part of an overall financial plan. As independent advisors, we have access to nearly every type of investment available including mutual funds, stocks, bonds, CDs, managed accounts, annuities, and much more.

We work with each client to design a portfolio specific for individual investment needs, goals and objectives because no two clients are the same. We encourage our clients to be involved throughout the course of this process, and to ask questions so that they feel comfortable with their chosen investment strategy. Many clients also find our fee-based managed money investment strategies to be beneficial and cost effective over the long term.

We know how tempting it can be to invest in the hot stock of the day or to try and time the market, but we believe that a long-term, diversified investment strategy is a more strategic
way for most individuals to reach their goals.