There are major differences between us and other investment advisors.
We practice what we call opportunity investing. IT is different from traditional strategies such as asset allocation and rebalancing.
We do not use a cookie-cutter approach. There are no two client portfolios that are alike. The portfolios are designed for each individual, however risk tolerance is still the most important factor.
We have many different strategies that we use to take advantage of current opportunities.
The portfolio holdings can change at any time, or when a client’s circumstances have changed.