|Event Date||Tue Mar 15 EDT (in about 2 months)|
20350 Minot Drive Ashburn, VA 20147
• Assessment of your goals, time frames, and risk tolerance
• Asset allocation recommendations
• Portfolio design and construction
• Continuous portfolio monitoring, rebalancing, and maintenance
• In-house trading team
• Investment Policy Committee regularly meets to identify risks and opportunities to position portfolios accordingly
• Ongoing portfolio manager evaluation
WE CHOOSE INVESTMENTS THAT ARE IN LINE WITH YOUR GOALS.
Through our individualized approach, we’ll gain an understanding of your specific goals, time frame, and risk tolerance. We’ll be by your side to guide you through historical evidence supporting various investment methodologies, allowing you to make confident, educated decisions. Together, we’ll determine the balance of risk and potential return that you’re comfortable with. As an independent fee-based firm, we are not limited to a specific pool of investments to choose from or restricted to proprietary funds (as is the case with many Wall Street firms and insurance companies).