We believe a personalized investment strategy is an important component in working toward your financial and personal goals. We’ll begin by carefully assessing your overall financial situation. We’ll create a customized plan designed to leverage our many years' of experience and our understanding of markets, the trade-offs between risk and return, and a wide variety of investment vehicles.
The resulting strategy will serve as our guideline—a flexible tool that we’ll manage together, deciding if and when changes are needed to help you pursue your long-term goals.
While no investment adviser can guarantee future performance, we are very proud of the value we have added to our client’s portfolios over the past few decades, both in terms of enhancing returns, and reducing risk. The greatest testament to the success of our investment advice is the extraordinarily high retention rate of our long term clientele.
"We cannot direct the wind, but we can adjust the sails."
- Bertha Calloway
Smith Rock, Central Oregon