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.