Portfolio Management

Portfolio Management





"Shari and her team tailor my portfolio to my specific needs and risk tolerance. They are always available to answer any questions or concerns I have and take the time to explain complex financial concepts in a way that is easy to understand".
This statement was provided 05/05/23 by Michele Finley who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.


Once we have a handle on your current situation, know your objectives, your time frame, and your risk tolerance (What keeps you up at night?), we will build a customized portfolio.


  • Investment Choice – We have access to a wide universe of investment vehicles to ensure that we have the freedom to operate in your best interest.  Institutional-quality research is provided by an in-house group of seasoned specialists who deliver everything from in-depth, impartial analysis of the market and economy, to asset allocation and portfolio construction recommendations.


  • Technology – We provide 24/7 access to your investment information and to worldwide financial markets. We help you become a more informed investor, offering the option to view online, in one place, the same information we see in managing your portfolio, plus data from your other accounts not held with us.


  • Ongoing Monitoring  Because we are continuously monitoring the markets and the securities in your portfolio, we will make recommendations to buy/sell securities or alter the allocation of your portfolio when necessary.


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