Investment Management

WEALTH MANAGEMENT

Investment Management Services

Our team uses a combination of methods to help you develop a personalized portfolio. We target investments that fit our client's unique risk profile and utilize the momentum method of investing to confirm market trends. For certain people, alternative investments are available outside the stock market to provide a smoothing effect on their portfolio performance.

Momentum & Fundamental Investing

We actively manage our client's portfolios using a combination of momentum-based investing and fundamental analysis to capture current market trends. Our indicators locate momentum in different asset classes, business sectors, and styles of companies, so our client's portfolios have exposure to areas of the market where there is the most strength.

Investment chart growth
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Targeted Investments

We want you to hold investments in your portfolio that only take on the risk required to obtain your ideal lifestyle. Our team utilizes low-cost ETFs, so you have access to trends across different markets, sectors, or industries. We also have access to low-cost mutual funds for those who want to access niche markets. For those who wish to invest conscientiously, we have experience building socially responsible and faith-based portfolios.

Alternative Investments

Our team can assist accredited investors in purchasing assets that provide an additional level of diversification to their portfolios. These investments can show stability when the stock market waivers and sometimes come with favorable tax incentives. Oil & Gas partnerships give clients direct access to the energy sector and provide a unique opportunity to create a long-term income stream paired with an above-the-line tax deduction. Opportunity zones allow you to invest in underserved communities and can limit the taxation of the gain on your investment. Delaware Statutory Trusts are real estate investments that can provide rental income without the hassle of being a landlord and an opportunity to defer capital gains using a 1031 like-kind exchange.