Our Investment Process
Your investment team handles the investing, while your dedicated financial planner does the planning
– so you can focus on your goals and happiness.
The Diversified Investment Process
Risk & Reward
Education & Communication
How can you fix investor behavior? By hiring an unbiased professional.
Your investments are handled by our investment committee, lead by our CIO, Mike Horwath. Our financial advisors are all CFP®s (certified financial planners) – experts to guide your financial plan. As a company, we’re a registered investment advisor and fiduciary, which means we’re obligated to put your best interest first. We’re held to a high standard by the SEC and state regulatory administrators and we take that responsibility seriously.
Managing your assets on your own leaves you in a risky position. We’re unbiased and won’t make emotional, rash decisions that could result in mistakes. In 2020, Russell Investments reported a value of 5.2% over self-directed investing when you work with an advisor.
Working with an advisor doesn’t just result in a financial plan – the value of advice goes beyond financial planning and includes:
- asset location
- behavioral coaching
- spend down strategies
- product selection
- tax management
We Also Provide
Welcome Aboard Meetings
Strategic Tax Planning
Visit our Services page for a full list of services.
The Diversified Difference
Are you ready for Lifelong Wealth?
Contact us today for a consultation.