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Portfolio Management

Successful retirement investing requires a delicate balancing act. If you take on too much risk, your retirement could be jeopardized by market downturns. On the other hand, if you take on too little risk, your portfolio might fail to keep up with your income needs and inflation.

We’ve developed a robust investment management process designed to meet these challenges. To help keep your retirement strong even during turbulent times, we set aside several years’ worth of anticipated withdrawals into a portfolio reserve. This creates a place to access cash during market downturns.

Remaining assets are structured to replenish withdrawals as well as outpace inflation over your lifetime. Through a broad array of asset classes, we focus on producing returns through a balanced combination of both income and appreciation, rather than chasing those few areas that pay high dividends. Over time, we continually monitor your portfolio and make changes as needed to keep you on track.

Most importantly, your investments are coordinated with all other aspects of your financial situation. This helps prevent surprises that might adversely affect areas like your income tax or estate planning.

Adequately describing our investment process could fill our entire website, and a great deal depends upon your preferences and tolerance for risk. Just know that we will take the time to get to know you, and we’ll make sure you understand and feel comfortable with our approach. If we’ve done our job correctly, you’ll feel confident knowing your investments are well-structured to help you realize your meaningful retirement.

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