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Wealth Management

The two primary objectives of our program is to help provide protection against loss and growth in the value of your accounts.

Much of our effort is directed toward “ADJUSTING RISK LEVELS WITHIN A *PORTFOLIO” as we seek to help provide protection and mitigate the effects of a negative bond or stock market. We may adjust the percentage of cash, bond funds, and stock funds in your portfolio in our effort to reduce the risk. We manage all portfolios on a daily basis. Typically, there is no cost to clients when making these changes and no cost as we reinvest back into funds. Neither do we receive any payment when making these fund buys or sells. 

We believe that by managing and using this method, we work to accomplish our second major objective. We study the economy and markets in order to prudently manage your assets according to the portfolio you choose. (see portfolios below)

RISK LEVEL PORTFOLIOS

Portfolios Always 100% Liquid

*Each Portfolio may have certain percentages of Cash, Bond Funds, & Stock Funds.

 All investing involves risk, including the possible loss of principal. The value of your investment will fluctuate with changes in market conditions. Diversification does not ensure a profit or protect against. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment processes will be profitable.