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Action Plan to Take Charge

Uncertain or Worried About Your Investment Returns?
How to Take Charge of Your Financial Future In an Uncertain Market

Take Our Investment “Fiscal” With Portfolio X-Ray – FREE!

Have you changed your portfolio for the current investment cycle?

We can evaluate your portfolio to see how well it meets your investment objectives and risk tolerance based on an independent evaluation.  We do side-by-side comparisons to our recommended “Benchmarks” in respective sectors.

We assist clients based on individual financial goals and comfort level with various types of investments to participate in market upsides but protect from downside risk as much as possible. 

Diversify Portfolio

Portfolios should be truly diversified based on your investment objectives and risk tolerance, in different sectors to held reduce risk and increase potential gains.

Too often, I see clients who think they are diversified because they have different stocks or different mutual funds. However, our portfolio review often finds the majority of the holdings are in the same sectors which do not provide adequate diversification.

*A diversified portfolio does not assure a profit or protect against loss in a declining market.

Do Not Chase Past Winners without Looking Forward to the Future

Don't be trapped in your current investment options

Don’t Be Paralyzed by Inaction Praying Losers Will Recover

How long will it take your losing investments to make up for gains you might have in other sectors?  It may be best to realize tax losses, and reposition in sectors with good growth potential instead of just praying for an eventual rebound in out of favor investments.

Seek Lowest Risk with Best Historical Rewards within Each Sector

Coming from a conservative CPA firm background, I have been evaluating historic risk/reward ratios using various techniques for over 25 years.  The historical risk is just as or more important to me than the historical returns of an investment. Of course, past performance is no guarantee of future results, but such risk/reward analysis is very important.

Keep Fees Low, So They Don’t Eat Up Investment Returns

*All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.

We Take Your Financial Future As Seriously as YOU SHOULD!
Large enough to serve yet small enough to care
Committed to Success Through Client Satisfaction