Investment Portfolio Construction

Investment Portfolio Construction … that relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach.
We work with you to build and maintain a properly allocated investment portfolio with a mix of investments that will help you achieve your goals.  We also ensure that those investments are based on your time horizon and your risk tolerance and that your investment portfolio is:

  • Cost-effective. Every dollar spent on expense ratios, taxes, and trading costs is a dollar less for you.
  • Tax-efficient. The strategic allocation of your assets between tax-advantaged and taxable accounts adds more value.
  • Total-return-oriented. This type of investing approach offers the potential for less risk, greater tax efficiency, and a longer investment portfolio life.