Professionally Managed Portfolios
You take your car to the mechanic, your sick child to the doctor, and you call the plumber to take care of the leak. In some cases you entrust the professionals because they are trained, equipped, and experienced. In other cases you entrust professionals with work because you simply don't have the time or interest. Whatever your reason, we are here to help manage your money in a way that is suitable for your risk tolerance, goals, and time horizon.
Investments fluctuate. It is our practice to apply a rebalancing strategy in order to take advantage of these fluctuations. Usually if one asset class is up in value, another asset class is down in value. This provides an opportunity to sell the assets that have increased in order to buy the assets that have decreased. This is what it means to rebalance. This allows us to always be buying low and selling high. Over time, these small adjustments will boost your overall return.
Full-Service Paperwork Processing
Ever get forms in the mail from a financial institution and you have no idea how to fill them out? Well, we’ll do that for you. We process all kinds of forms on a daily basis. Whenever the need arises, just let us handle your 401(k) Rollovers, Account Applications, Money Transfers, Retirement Income Distributions, Roth Conversion forms, and etc.