Investment Strategy & Allocation
Each person’s goals and concerns about risk are unique. Therefore, each portfolio is tailored to a client’s individual needs.
Investment Management: Since our founding in 1987, we have always maintained our independent status. This means we are not a franchise, we do not have quotas, and our clients are and have always been our boss. In addition we have no minimum asset account size for management. As we like to say: “Our only minimum is that we have to like our clients and believe we can make a difference in their life.” This is not to say that we do not manage larger accounts, in fact we service some of the most successful families in Montgomery County Maryland.
Our investment philosophy is steeped in the fundamentals of diversification and long-term investing. We have the responsibility to monitor our client’s portfolios and make sure they are meeting the objectives established in their overall plan.