Our Investment Management Process

Working with us, you receive…
 
Individual advice. 
We seek to build investment portfolios to meet specific objectives while being flexible enough to accommodate your life changes. Our approach to asset allocation incorporates your personal investment constraints, such as:
 
§        your ability to understand and assume risk;

§        the time period of the investment account;

§        the amount of capital available;

§        your tax situation.
 
A choice of investment programs.
Portfolios are based upon your preferences and our resulting recommendations. Each program is developed and monitored by The Center’s investment committee, including: 
 
§        actively managed portfolios of investments chosen by the investment committee;

§        separately managed account portfolios;

§        exchange-traded index portfolios;

§        dividend-focused portfolios.
 
Specific investment recommendations. 
Our advice isuniquely tailored to your needs as determined in the financial planning process. 
 
Investment monitoring. 
A successful investment plan requires periodic review and changes. Our investment committee monitors recommended investments on a regular basis. peers. 
 
Recommendations for change may be made based upon:
§        market conditions;

§        changes occurring within the investment product structure;

§        unsatisfactory performance through a full market cycle;

§        increase in investment size to a level deemed too large;

§        change in risk characteristics or behavior;

§        style drift;
 
§        the availability of a more favorable alternative investment;

§        changes occurring at the management firm.  
 
Personal attention and ongoing communication.