Asset Allocation

We build a diversified long-term exchange traded fund (ETF) portfolio which consists of:

  • Large Cap 
    • Dividend & Dividend Growth
  • Mid cap
    • Value & Growth 
  • Fixed Income
    • Treasury Bills (Cash Management)
    • Treasury Notes

We manage portfolios to meet the individual goals of our clients based on their time horizon, risk tolerance and cash requirements. 

Tax-Efficient Investing 

ETF’s or Exchange Traded Fund(s) are historically more tax efficient investment vehicles and lower cost than mutual funds in taxable brokerage accounts.