We primarily invest in domestic and foreign common stocks, crypto currency, fixed income securities and other derivatives that can include leverage. We also sometimes use hedging instruments such as short equity positions and options when it’s appropriate given your situation and current market conditions. Your long-term financial goals always determine our investment choices.

Our approach to asset management starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic approach to asset and securities allocation.

Other money managers may offer portfolios or strategies based on a single style of investing. This means you’re getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more. We approach communications differently, too. You will hear from us regularly not just when markets are doing well.