Investment Advisory Services
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Moving from Buy-and-Hope to Act-and-Achieve

Consider your life goals: building a healthy marriage, raising your children well, pursuing career success, buying your dream house.  Do you take a passive approach to any of these goals?  Of course not.  You know that these dreams do not turn into reality without purposeful, intelligent, consistent action.

Investing is no different.  The purpose of investing is to achieve financial gain and security.  And like all other goals, it requires intelligent and consistent action.  For too long, investors have bought into a passive philosophy: diversify your funds adequately when you’re thirty, forget about them, and forty years later you will be living in luxurious retirement.  Unfortunately, one economic crash can destroy not only that illusion, but also any opportunity of recouping your losses.

We reject this “buy-and-hope” outlook and take an “act-and-achieve” approach.  We seek to steadily grow our clients’ assets while minimizing loss through:

• Active asset management: Sub-advisors actively manage accounts, sometimes on a day-to-day basis, to create opportunities for return by investing in areas of market strength.

• Investment strategies: Quantitative, objective, and mathematical strategies remove the emotional human factor from the investing equation and help to ensure lower volatility and more consistent returns.

• Proactive risk management: Strategies seek to reduce and manage risk through tactical asset allocation and by reducing exposure to weak industry sectors and indices.  In cases of extreme market volatility, some strategies will even move to 100% cash or into “inverse” funds.

By acting to protect your capital during poor markets and build your capital during strong markets, we help you achieve your investment goals!  Contact me today to learn more about Investment Advisory Service options.



We are an official donation location for the Oregon Food Bank.  If you would like to contribute unopened dry goods and canned food, please bring your items to the office any weekday between 8 a.m. and 5 p.m.

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