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Our Philosophy

Many people inadvertently build their portfolios in reverse. Selecting a stock here, a money manager there or a mutual fund that has done well can result in an uncoordinated portfolio without the benefit of an overall strategy. Aside from the disjointed outcome, this can be challenging and tedious. We strive to make investing effortless and stress-free. Taking into account your life goals, time horizons, liquidity needs, risk tolerance, and tax considerations, we can tailor an Investment Policy Statement (IPS) that is suitable for you. We keep you well informed about your investment portfolio and continually give you strategies for wealth-building, income distribution, wealth preservation, and tax efficiency. 

We believe:

  • A disciplined investment planning process is critical to long-term investment success.
  • Investment portfolios should be customized to meet the objectives of each individual client.
  • There are a “sea” of financial products that can confuse or even overwhelm even astute investors. We believe in providing clarity to our valued clients.
  • Investments should be diversified across asset classes, markets and strategies, utilizing risk-reduction techniques.
  • Since it is not necessarily what you earn in your investment accounts that count, but rather what you get to keep, we incorporate proactive tax reduction strategies and control with regards to fees.
  • A long-term approach allows us to take advantage of buying opportunities.
  • As life and your goals change, so should your investment plan. Those adjustments should be reflected in this planning and integrated into all aspects of your estate and financial plans.

Our goal is to deliver objective, strategic, and prudent advice, designed to grow, preserve and transfer our clients’ assets in a solution to help meet their financial goals.

For a complimentary consultation, email Anita Grossman at or call (856) 488-2849.