Investment Management

Our active investment management process is designed and constructed through actively listening and communicating with you. By sharing your acceptable personal level of risks and circumstances, it translates into how your portfolio should be constructed. This includes what type of investments should be considered such as stocks, bonds, mutual funds, annuities or other types of investments. There are circumstances where opportunistic investments may be appropriate. If there is an investment property with embedded gains being sold, then a 1031/DST could be considered. Essentially, your customized portfolio should be tailored that fits with your individual financial situation, goals, family needs and many other considerations.

Investment Management