top of page


Understanding your financial circumstances is the first step in constructing a portfolio to meet your investment objectives. Some of the factors considered when choosing the optimal long-term strategy and near-term solutions for your portfolio may include the following:

Investment Objectives: Is your primary goal to target long-term growth? To provide cash flow? Or some combination?

Time Horizon: How long do you expect or need your money to be working toward your objectives?

Liquidity NeedsHow should your portfolio be managed to accommodate your liquidity needs, should you have them?

Risk Tolerance: Are you comfortable with risk and is our portfolio suited to your stated objectives and time horizon?

Assets: How are your outside assets positioned and how does your managed account fit into your overall net worth?

Capital Gains: How can we address the impact of capital gain taxes?

bottom of page