Portfolios and Relationships Built to Last

Michael offers unique services customized to help you and your family achieve your financial objectives. He employs a developed and highly customized process to help you understand your financial situation and your choices, and help you set and achieve your financial goals and legacy aspirations. He can provide third-party managed money portfolios for equity and fixed income investments, or can directly administer the fixed income and equity portfolios should clients prefer.
 

Our Proven Investment Process

This process drives the development of each individual portfolio:
 

Information Gathering — Introduce the process, and discuss your current financial situation, time horizon, tax considerations, risk tolerance, income needs, regulatory restrictions, unique circumstances, goals, and expectations.

Strategic Planning — Review your information and apply a proven methodology to produce recommendations. Although each client account is treated in a unique manner, our team employs disciplined financial principles to complete your plan. Asset allocation is used to ensure a prudent investment strategy. Succession and retirement planning are two common examples of financial planning that are involved in the creation of your plan.

Client Review — Review recommendations and select a mutually acceptable course of action.

Portfolio Implementation — Select and implement specific steps based on the financial plan.

Rebalancing Strategy — Ongoing internal financial plan reviews are conducted, discussions are held with you throughout the year, and adjustments are made as circumstances change. Performance updates are prepared at a frequency that matches your needs.