There is endless industry noise around predictions and hot stocks, but the fact remains that market speculation is not in the best interest of our clients. Potential growth in the short term is just one of the considerations that factors into the results we aim to achieve through your portfolio.
Pursuing strong performance is about addressing individual needs, which means considering everything from downside risk to tax efficiency, and how they relate to your personal priorities. That’s why we focus on identifying your goals for growth, distribution and preservation, and we manage the strategies that we believe will best achieve that balance over time.
Mark Lebovitz, CFA®
Wealth Advisor, Partner
With an integrated approach and exclusive strategies, we address wealth preservation goals in each portfolio to help our clients pursue the right investment balance.
Over the years we’ve developed specialized service offerings, made possible by the unique capabilities of our core team: a Chartered Financial Analyst® (CFA), a Certified Financial Planner™ (CFP) and a Certified Public Accountant (CPA).
Our process is focused around aligning your personal priorities with clear objectives and a strategic plan that we actively manage as a team.
David Fernquist, CFP®
Wealth Advisor, Partner
Find out how we can address your needs
through specialized guidance.
Contact us for a performance review, and get a better understanding of what your portfolio’s structure, tax and risk exposure are costing you.