Our Strategies

Dress

 

Conservative Investment Strategies For Long Term Growth

We never forget that our primary mission is to protect and maintain what you have worked so hard to save.

To preserve your wealth, we focus on conservative wealth management geared to your personal needs, values, goals, and risk tolerance. To that end:

  • We weight your portfolio with investments that include corporate and government-issued bonds, municipal bonds, mutual funds, closed-end funds, fixed and variable annuities, and REITs.
  • We can and do access other investments, including stocks, per your request and as they meet your tolerance for risk.
  • We design your portfolio to provide a steady income stream independent of the ups and downs of the stock market.
  • We focus on maximizing yield, which we believe provides a better route to securing and growing your wealth.