Investment Management

We strive to create efficient portfolios that are designed to minimize risk while seeking potential returns. We utilize a strict screening process when building portfolios in order to offer top tier managers, lower volatility, strong past performance, and low fund expenses. In addition to manager selection, we employ a combination of different investment strategies including: Passive Buy & Hold Investing, Actively/Flexibly Managed Portfolios, and alternative strategies aimed at lowering our correlations to traditional stock and bond investments. We believe this blend of strategies provides additional diversification and can offer attractive risk adjusted results, keeping in mind that all investing involves some level of risk.

We can assist you with the following retirement/investment accounts:

  • Roth / Traditional IRAs
  • Beneficiary IRAs
  • Rollover IRAs
  • Small Business Retirement Plans (SIMPLE IRA, SEP IRA, 401K)
  • 403(b) Retirement Plans
  • Roth IRA conversions
  • Individual & Joint Accounts
  • And More…

Our broker-dealer, KMS Financial Services, Inc., gives us access to a wide array of investment products and services.

Some of our preferred investment products for portfolio construction include:

  • Tactical, Institutionally-Managed Portfolios (Separately Managed Accounts)
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Stocks & Bonds
  • Annuities (Variable and Fixed)
  • Real Estate Investment Trusts (REITs)
  • Insurance—Life, Disability, Long Term Care
  • And More…

Please contact us today to schedule a free investment consultation!