Resources

As an independent registered investment advisor, we are focused solely on helping our clients (individuals and businesses) reach their financial and retirement plan goals. We hope you find the information shared here helpful.

Growth Model Portfolio Fact Sheet (June 2017)

The Growth Model Portfolio is comprised of a greater percentage of stocks than bonds and is designed for clients who have at least 7 years of an investing horizon and higher risk tolerance.

Balanced Model Portfolio Fact Sheet (June 2017)

The Balanced Model Portfolio is comprised of stocks and bonds designed for investors who want to participate in the stock market, but reduce the risk associated with an all equity portfolio.