stacked stones

Balanced Investing

Our balanced approach is designed to help investors protect principal and maintain their wealth by utilizing a diversified portfolio of fixed income securities and, when appropriate, selected income and growth-oriented common stocks. We work to bring all the necessary components together for an optimal portfolio based upon individual needs. With an investment style focused on capital preservation and reasonable income production, our balanced approach, as part of a diversified investment portfolio, offers one of the best ways to ensure a secure financial future for our clients.

To reduce portfolio risk as defined by volatility we blend low risk fixed income securities such as corporate bonds with selected income-oriented stocks and growth stocks. This mix is tailored on a client level to match risk profiles with return expectations. Active portfolio management can also contribute to lower portfolio volatility.

Annual Advisory Fees are 1% on all assets under management. For clients with more than $2 million, fees are negotiable.


With an investment style focused on capital preservation and reasonable income production, our balanced approach, as part of a diversified investment portfolio, offers one of the best ways to ensure a secure financial future for our clients.