Investment Management
Tailored investments built around your goals and risk tolerance.
Long-term strategic thinking, broad diversification, and a disciplined approach to managing risk and opportunity.
Our Investment Philosophy
Your investments will be tailored to meet your specific individual financial objectives and risk tolerance. I focus on long-term strategic opportunities with over-all broad diversification.
Diversification of your portfolio is important as it offsets risks from different asset classes while still providing a meaningful return.
I constantly analyze individual sectors and securities in the market. I do not attempt to game the market by frequently buying and selling the same security. I build investments in those opportunities that offer the best yield while managing the risk. At the same time, I divest those assets that become less attractive. The intent is to adjust to changing opportunities and risks in the world.
I keep in mind that excessive transaction costs are a drag on investment returns.
"My job is to cut through the noise and keep your money working toward what matters most — your retirement."
— Chris Price, CFP®
Our Core Principles
No Gimmicks
I do not invest in leveraged vehicles, fads, hedge funds, or over-active mutual funds.
Investment Policy Statement
I comply with the Investment Policy Statement that my clients and I agree to, which outlines asset allocations to differing types of investments.
Full Transparency
All of your specific portfolio information — asset allocation and individual securities — is readily available and easily viewed by you online.
Global Perspective
Equity investments should include allocations to opportunities outside of the US, where long-term economic and profit growth will likely be very rewarding.
What We Invest In
Traditional investments such as mainstream stocks and bonds are an important part of any portfolio. However, there are many other ways to reduce risk while still achieving an optimal return.
Equities
Domestic and international stocks, including allocations to global markets where long-term growth potential is strong
Fixed Income
Beyond traditional bond funds — high yield funds, inflation protection funds, and floating-rate bond funds that benefit when interest rates rise
Diversifying Assets
Alternative asset classes that reduce overall portfolio risk while still delivering meaningful returns
Cost-Conscious Vehicles
Low-cost, transparent investment vehicles — because excessive transaction costs are a drag on your returns
How It Works
Understand Your Goals
We start with a deep conversation about your financial objectives, retirement vision, and what financial security means to you.
Define Your Risk Tolerance
Together we establish an Investment Policy Statement that outlines your asset allocations and guides every decision.
Build Your Portfolio
I construct a diversified portfolio targeting the best yield for your risk level — across domestic, international, and alternative assets.
Monitor & Adjust
I continuously analyze sectors and securities, divesting less attractive assets and building positions in emerging opportunities as the world changes.
Ready to put your investments to work?
Start with a free, no-obligation consultation.