Portfolio management is about creating a plan and committing to it. It’s not about attempting to predict what a specific stock will do tomorrow. We don’t fall for the latest investment trend. Instead, we believe in creating a diversified portfolio, customizing it to meet your needs, and rebalancing when necessary. And when unexpected circumstances arise, we’ll be there to help you make informed decisions.


Diversification is one of the simplest concepts of portfolio management, but it can be one of the hardest to stick with. True diversification requires remaining level-headed even when it feels like you’re the only one who is.

Take the dot-com bubble, for example. Some claimed that a “diversified” portfolio meant investing in many different internet stocks. At the time, this “logic” seemed reasonable. When the bubble burst, however, the fault in this method quickly became apparent. Diversification requires investing in different asset classes, sectors, and geographies. While no plan is foolproof, a truly diversified portfolio can help you to mitigate risk and possibly preserve some of your assets in the event of a sector burst.


There are some aspects of portfolio management, such as diversification, that apply to everyone. But we also understand that different people have different needs. Part of creating an appropriate portfolio for your goals is to understand your personal risk preferences. We always start with a conversation to help us better understand your current financial state, your short-term and long-term goals and how open you are to risk. With this information, we can help you decide on an appropriate investment mix to take on within your portfolio.


This simple technique can do wonders for your long-term financial health. By periodically reviewing your investments, we can evaluate when your asset allocation has shifted. We can then rebalance your portfolio in order to help keep it in line with your financial plan. By rebalancing your portfolio, we can help you stay on track to meet your financial goals.


In our experience, the most difficult part of portfolio management is not creating a plan but sticking with it. In times of stress, it’s easy to make decisions based on emotions. Whether the circumstances are due to a personal crisis or a market correction, it is easy to make emotional decisions that you may later regret. We’re here to help you make decisions that are in line with your long-term goals.

We believe in building relationships so that in times of stress you can feel comfortable turning to us for financial guidance. Sometimes, changing financial circumstances warrant changes to your portfolio—and sometimes keeping your long-term goals in mind can be more beneficial. Your advisor is here to talk you through stressful times and help you make key decisions.

Let’s Get Started

Are you ready to start investing? Whether you’re just getting started or need assistance managing an existing portfolio, we are here to help. Contact us today to start the conversation.