Your personal objectives and goals are what shape and BALANCE your Portfolio. The investments you make today will influence your opportunity for a better future.

            Our Steps:

•Defining your Personal Objectives: During our initial visit we carefully asses your risk tolerance, goals and lifestyle to design a tailored strategic asset allocation plan that helps address your needs.

•Creating a Personalized Investment Strategy: For each asset in your plan we select the best investment available based on cost, diversification and your risk tolerance.  Each is selected on its merits of what is most appropriate for you. 

•Structuring and Building Portfolio:  Determining the appropriate asset allocation for your needs, we build and implement your portfolio with your future in mind.

•Monitoring and Adjusting: As the market continuously evolves, we always have the opportunity to evaluate and re-adjust some of your investments. We identify and offer opportunities as they present themselves, so that we can potentially capitalize on them for the future.

•Communicating and REBALANCE as we need: You are never out of the loop. While BALANCING maintains the agreed asset allocation that we selected with you, YOU are in control.  We keep you aware of every detail, so that you can make informed decisions.  We believe in regular reviews, going over your account performance so that you can pursue your preferred lifestyle today and in the future.

                    The Goal is to provide you with options for  growth potential   to meet your long term objectives.  

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs. Rebalancing nor asset allocation assures a profit or protect against a loss.