Investment Planning

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

Related Articles

See our latest thoughts and insights on Investment Planning.

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    Is It Time for Investors to Rethink Global Diversification?

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  • May 19, 2025

    How a Financial Advisor Can Help During Market Volatility

    Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.

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  • May 13, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.

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