- We work to minimize your portfolio’s exposure to downturns in the market.
- We actively manage your account; it is our goal to ensure that your portfolio is invested in funds that are currently performing well.
- We assist you in determining the amount of risk you can tolerate and then tailor your investments accordingly.
- We facilitate adjustments to your portfolio according to significant life events, such as marriage, children, divorce, retirement, etc.
- We have Certified Estate Planners and Certified Senior Advisers on staff which adds to our comprehensive bank of financial advice.
- We establish relationships that span generations.
John W. Cook
Chief Executive Officer
CEP, RF®, AIF®