Our goal is to create a strategy that incorporates a realistic long-term perspective and keeps you informed, up to date and on track.  We believe that the more you know, the better you will be able to maintain discipline throughout varying market environments. Our 6 Step Investment Consulting Process helps us understand your specific investment objectives and risk tolerance.  With Genworth Financial Wealth Management as our strategic alliance, we have assembled a team that brings the best capabilities to our open-architecture, institutional platform.  This team of the industry’s most talented portfolio strategists is not typically accessible to retail investors and, collectively, these firms manage over 4 trillion dollars of investment assets. Before starting any investment strategy, our clients complete a risk assessment analysis and are presented with a written Investment Proposal and Investment Policy Statement outlining diversified asset allocation and portfolio management strategy.