Investment Planning

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return.

What You May Be Thinking:

Can my investment portfolio withstand a significant market drop?
How can I optimize my portfolio for taxes?
Am I taking on the appropriate level of risk with my investments?
Are there any gaps or opportunities within my current portfolio?
Does my current investment strategy align with my goals?
How can I generate additional income?
What, if any, alternative investments are worth considering?
Are you acting in my best interest?

Our Approach

As your dedicated fiduciary, our extensive team of investment professionals partner with you to tailor a portfolio built to maximize the probability of achieving your long-term investment objectives. Each client has a personalized investment plan that guides portfolio decisions, and individual circumstances inform the investment decisions our team makes on your behalf. These decisions are guided by strategic and tactical allocations, manager selection, and risk management, all grounded in the central tenets of our core investment philosophy.

Our Investment Planning Conversations

Ongoing Portfolio Maintenance and Rebalancing
Risk Assessment
Investment Planning and Implementation
Employer Retirement Guidance (401 (k), 403b, 457, etc.)
Fixed Annuity Analysis
Variable Annuity Analysis
Current Portfolio Gap Analysis
Concentrated Position Management
Diversifying Strategy Opportunities

Our investment ideology,
tailored to you.

See exactly how and why we bring sound investment fundamentals to your specific situation and unique life goals.

Learn More

See our latest thoughts and insights on Investment Planning.

April 15, 2025

Two-Minute Market Focus

In this episode, Chief Investment Officer Todd Jones provides an update on market performance, shares how the probability of a recession has evolved over the last few weeks, and interprets what the bond markets are suggesting.
Listen to the podcast
April 14, 2025

Special Market Update: Navigating Tariffs and Volatility

In this session, our senior investment strategists provide perspective, discuss potential outcomes, and answer your questions.
Watch the video
April 10, 2025

Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies

The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article

Investment Planning