We specialize in building diversified investment portfolios and managing portfolios with discretionary trading authority, by using strategies along with Lotusment’s and sub-advisor strategies from Morningstar, Envestnet, Orion and Zacks IM platforms. Our portfolios typically invest in multiple asset classes, countries, and industries.

At the beginning of an advisory relationship, we work to understand each client’s financial situation, investment objectives, and stated risk tolerance. These factors ultimately determine a portfolio’s strategic asset allocation range. Clients also may decide whether their portfolio should be invested with a focus on ESG (Environmental, Social, and Governance) considerations.

We manage our clients’ investment portfolios on an ongoing basis by making adjustments based on ever-changing market conditions, valuations, and various other factors. As an independent firm we have access to investment research from a variety of sources to guide us in our portfolio management decisions. However, our portfolios must remain within our clients’ risk profile ranges to maintain long-term investment discipline.

We would welcome the opportunity to provide more information about our investment strategies and answer any questions you might have!