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Client Centered


Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.

Our investing philosophy goes beyond the one-size-fits-all approach. We design your portfolio with consideration of your goals, risk tolerance and time horizon. We understand that parents accumulating funds for college and retirement while paying down a mortgage have different investment needs than an entrepreneur who just sold her business and is ready to travel the world. We plan for both.

We create tailored investment strategies by managing portfolios in-house, using a mix of mutual funds and exchange-traded funds (ETFs). We also offer separately managed accounts that may include tailored stock and bond portfolios. And we advise on socially responsible investing (SRI) options for interested clients. Our team also recommends tax-favored investments such as IRAs, Roth IRAs, 529 plans and annuities, when appropriate for your individual situation.

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