Direct Investing

Portfolio Management

We manage client assets in separately managed accounts. We do not sell any products or outsource management. We continually monitor the economy, markets, and individual stocks and bonds to evaluate the benefit of any adjustments. Each step in our process is not a one-time event but rather a daily practice. Click below to learn more about how we:

Know the client

Allocate assets appropriately

Ensure diversification

Select stocks

Select bonds