Asset Management

“I spend a lot of time and energy keeping up with investment trends and their relation to the economy and the past 100 years of investment history. This helps me guide my clients thru any market environment. This is important to me and my clients because we need to know when the economic winds are helping or hurting. Likewise, we need to be able to navigate the waters of investing when the water is relatively calm or extremely choppy. 

There are other essential elements of managing investments that I consider as well.  I look at transaction costs, tax costs and the cost of excess risk. I also work to identify top managers with the best track records that are using sound and logical investment methodologies. I combine my 20 yrs of experience, education and continuing studies with diagnostic tools and timeless principles to help you make the right decisions about the healthiest blend of investments for you.” 

- Mark J. Stevens, CFP®, ChFC®

Asset Management

Our goal is to help you preserve and protect what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies to help ensure: 

• Income needs are met over time
• Risk is managed in line with your goals and time horizon
• Your portfolio continues to generate growth to outpace inflation

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to ensure that your assets are strategically allocated, diversified and managed. We create investment strategies tailored to your needs that may include:

• Cash and money market funds
• Municipal, treasury and corporate bonds
• Domestic and international stocks
• Mutual funds
• Institutional funds
• Exchange Traded Funds (ETFs)
• Fixed and variable annuities
• Fee-based wrap accounts
• Alternative investments