In today’s 24 hour news cycle, it’s very easy to get caught up in the “action” of the day and want to trade.

Our #1 job is to help clients control their emotions and stick to their plan because we understand that short term volatility can cause some panic.

For that reason we employ our Active Investment Management Strategy (AIM). AIM seeks to keep clients invested during the high times and grounded during the low times.

We construct your portfolio with the appropriate asset allocation based on risk tolerance, time horizon, goals and objectives. We look to use low cost investments for each asset class. To manage risk we use an active strategy to follow trends in the market.