Investment Management

Whether you’re looking to grow assets, create sustainable income, or preserve wealth, we’ll customize a diversified portfolio to help you achieve your dreams.

Your dreams are within reach

Your hopes and dreams guide our approach to managing your money. Our salaried investment advisors evaluate your objectives, net worth, desired lifestyle, risk tolerance, and tax position to determine an appropriate portfolio to meet your specific goals.

We’re committed to addressing what matters most to you:

  • Reducing money anxiety (e.g., outliving your assets)
  • Leaving a legacy for heirs, charities, and/or your community
  • Navigating the expansive investment landscape and volatile market conditions
  • Determining the appropriate level of risk
  • Balancing spending and saving
  • Not giving in to hype and investment fads
  • Planning for retirement
  • Simplifying complex financial issues
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Experience our client-focused approach

We believe that most public capital markets are highly efficient, integrating information into prices very quickly, and that disciplined, long-term, and strategic asset allocation rewards investors over time. Our client-focused approach can help you avoid permanent and catastrophic loss due to concentration risk, timing errors, and ineffective allocations. In addition, we utilize tax-aware strategies to help you enjoy more of your investment earnings. Our intent is to see that your assets maintain a high probability of meeting your liabilities.

If you need assistance with personal investments up to and through retirement — and possibly across generations — our wealth advisory capabilities are integrated with our CPA services. This means you’ll benefit from unbiased, coordinated advice from a collaborative team of professionals with years of experience in the money management industry. Ultimately, you can trust one firm to provide the financial guidance you need.

Investment advisory services

Experience the CLA Promise