Portfolio Evolution

Client Centered

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F. Kennedy

Portfolios of individual investors have changed dramatically over the last twenty years. It is our belief that this trend is likely to continue. The principles of asset allocation, however, remain constant. Therefore, we rigorously look at new strategies to separate those that are trendy from those that help our clients build more diversified portfolios which embrace the tenets of asset allocation. Our multi-step process of evaluating new investment products and strategies focuses on results, costs and tax implications. We are able to stay on the forefront of industry changes by attending professional meetings and conferences throughout the year with our institutional partners, through continuing educations requirements from the Certified Financial Planners™ Board and subscriptions to industry journals and periodicals.