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Investment Consulting

Navigating Clients Through the Rapidly Changing World of Investments

Our Investment Consulting philosophy is to act as an impartial consultant and to create strategies for our clients that are optimized for their needs. The impartiality allows us to find appropriate investment solutions for our clients, and to objectively evaluate our portfolios. This allows us to focus on one principal concern - your well-being.

Through ongoing collaboration and monitoring, our team is able to discover strategies for you to invest your wealth and help accomplish your goals. In addition to managing your investments, we will educate you on the rationale behind each investment decision so you are well-versed in the logic of our approach.

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Goals-Based Investing

Your financial plan is what drives how we manage your portfolio. Through monitoring your goals, risk tolerance, and changing needs, we guide you in how to structure your portfolio over time. Your financial plan is what drives how we manage your portfolio. Our clients come to us for holistic wealth management, which is influenced by their risk tolerance and goals.

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Portfolio Design

We’re not constrained to proprietary solutions, which allows us to be unbiased and competitive in the utilization of a wide range of investments to build client portfolios. Being adaptive to market conditions is critical in an ever changing world. 

*image based on hypothetical portfolio design allocation


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Industry Renowned Analysts

Through Baird, we have as an extension of our team individuals that are entirely focused on areas such as technical analysis, fundamental analysis, macro/microeconomics, estate planning law, and Washington D.C. policy research.

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When you work with us, we will

Identify your short-term and long-term objectives 

As these objectives change, we will strategically adjust our approach according to the current state of the market in an effort to continue to generate returns.

Determine your optimal risk tolerance 

Through a series of questions, we will pinpoint the appropriate amount of risk needed for you to achieve your goals and remain comfortable with your asset allocation.

Follow a timeline that’s right for you 

After outlining your objectives, we will design a strategy that aligns with your optimal timeline.

Be accessible and accountable

Our approach is transparent. We will proactively meet with you to review and discuss investment performance and asset allocation. 

Investment Consulting  Relationship Management  Advanced Planning

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