Financial Resources

We don't use a "one-size-fits-all" portfolio for our clients. Each client has different goals, risk tolerances, time horizons, and liquidity needs. We build a portfolio appropriate for the client by blending asset classes to achieve an expected rate of return with an acceptable level of risk.

We focus on two key issues: The first is how to achieve a client's targeted rate of return without exposing him/her to an uncomfortable level of risk. The second is how to ensure each client has enough money to secure a comfortable retirement. The first issue is about stocks, bonds, and mutual funds; and how to make consistently profitable investment decisions. The second is about setting clear, practical retirement goals.