Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

Investment Management

On behalf of our clients, we look at Investment management as the professional asset management of various securities, in order to meet the investment goals of our clients.  We use an Advisory or Discretionary Management approach with our client’s accounts on a fee basis.  As fee-based investment advisor representatives, our motive for investment recommendations is to grow the account which we believe positions us on the same side of the table as the client, aligning our goals with theirs.

Unlike many other firms, our fee is all inclusive.  What this means, is that along with building, reviewing and managing investments, all of the planning that our firm provides is done at no additional charge.  This allows our client’s needs to be fully met with the added benefit of knowing that the management of their investments will be synced with their planning goals.

As a firm, we do not employ a Buy and Hold Strategy with our client’s accounts.  We believe that there is a Time to Plant (Buy) and a Time to Reap a Harvest (Sell).  Our goal is to minimize as much of a major downswing in the market as possible.  We use a Formulaic Trending Money Management system which uses quantitative mechanical methodologies and models for investors.  This system applies a strict method for investing, which ultimately identifies holdings to own, how long to own them and when to sell them.  By using this qualification criteria, it completely eliminates all human emotion from the investment selection process.

Because we use Asset Allocation models for our clients, we provide a high amount of diversification in each portfolio as we use not only stocks, bonds and cash, but many types of alternative investments.  These methods work very effectively, whether we are working with individuals or businesses.

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