Overview - Managing Resources Now and for the Future

Investing is, in many ways, preparing for the future and planning for contingencies. As your advisor and investment portfolio's “caretaker,” it is our job to survey the economic, market, and geopolitical landscape and position your assets accordingly.

Our primary focus is risk management. As stewards of your assets, we keep a constant eye on risk measurement and asset valuation. Although our strategies focus on long-term opportunities, identifying risks in a timely fashion helps us handicap risk, adjust portfolios dynamically, and mitigate losses.

We use a disciplined “top-down” approach to investment management. Although we leverage the resources of our broker/dealer Commonwealth Financial Network®, we use a quantitative scoring methodology to help guide our portfolio positioning and asset allocation decisions. These models are proprietary and allow for flexible/dynamic shifts.