Count on us to guide your investments

A trusted and responsive partner

You can count on our team to support your investment objectives, guide your portfolio to meet those goals, and respond quickly if things change. We’re committed to being your trusted partner.

What are your investment objectives?

A thorough planning meeting is first. We’ll talk about your investment objectives, your family commitments, liquidity and income goals. Where do you want to be in 5, 10 or even 25 years? What do you want to grow? What do you want to leave for your family? Where do you want to contribute?

• We’ll consider your goals and risk tolerance – We’ll get to know you and your situation as more than numbers on paper.
• We’ll design your custom portfolio – Based on your situation and goals we’ll develop a portfolio that fits you and your investment objectives.
• We’ll manage and monitor your portfolio – We rebalance as necessary to keep your portfolio within the investment objectives we agree to.
• We’ll review your portfolio – We meet with you one-on-one to evaluate your portfolio progress and any other financial considerations.
• We’ll keep you informed – We use easy to understand, state-of-the-art technology to keep you up-to-date on the performance of your investments.

Since loss of principal is the biggest risk of short- and mid-term (less than 5 years) assets, we are big fans of clients keeping appropriate cash reserves. At the same time, since loss of buying power (inflation) is the biggest risk of long-term (more than 5 years) assets, we also recommend keeping an appropriate amount of your assets invested in assets that have a history of hedging against inflation. Learn more about our “bucket approach” here.

Your risk tolerance will guide how we allocate your portfolio to meet your investment objectives, keeping an eye on the risks that could derail your plans.

We’re here with you through every step of the process. Plus, we have the resources of experienced CPA’s at Johnson Glaze & Co., our affiliated CPA firm. Whether or not you use Johnson, Glaze & Co.’s tax preparation and accounting services, we’ll ensure you have a tax-efficient investment plan.

We’ll work the way you want to work

We regularly work with other trusted professionals including estate planning attorneys, bankers, and insurance agents to meet your objectives. If you already have advisors you work with, we’ll coordinate our services with theirs. If you’re looking for additional resources, we’ll be happy to guide you to people we know and recommend.

When you’re ready to invest with us

We’ll make it easy to move all or part of your portfolio under our management. We’ll handle all transfers of assets once the plan we create has your approval. We’ll set up and monitor accounts and provide regular reports. We’ll offer to meet in person at least annually, and often more frequently the first year or two.

Of course we’re always available by phone call or email if you have any questions. And our custodians, TD Ameritrade and Fidelity, offer mobile apps to help you track your investments.

Just call our office at 503.304.9248 to schedule your complimentary first appointment. Use the buttons below to learn more. Download and fill out our worksheets and questionnaire for our first meeting. We look forward to talking further about your investment objectives.