Investment Oversight

• Reviewing your investments and designing a personalized portfolio appropriate to your needs

• Personal risk analysis and allocation recommended

• Year long, continual monitoring of your investment performance

• Quarterly statements and reviews

• Independent advice

• Reccomendations regarding positioning of funds within your employer provided retirement plan

• Market watch newsletters

• Updating your financial plan and, if necassary, reallocate your portfolio.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.