109 Mountain Brook Drive
Too often, a client’s portfolio is passed along to a third-party manager with no personal input or attention. It’s inputted into a general turnkey asset management program (TAMP) or mutual fund portfolio with increased fees and little customization.
At our firm, we believe in active management, which means that we are always evaluating your portfolio and making changes that are aligned with your goals. This proactive strategy means that you always have an advisor working for you and making intelligent, responsible decisions on your behalf. Our dividend strategy helps tackle some of the most important concerns when investing for retirement - sequence of returns and predictable cash flow.
You need an advisor who will work just as hard growing your principle as you worked earning it. You’ve done the hard work and now it’s time to enjoy your wealth and trust a professional to do the heavy lifting. We help our clients get more out of their money with this active approach.