Investment Strategy Our investment strategy, based on our investment philosophy is used to create specific investment portfolios uniquely suited to the client circumstances. Our investment strategy process is as follows: Set the investment asset allocation for major asset classes based on long-term investment goals, risk tolerance and time horizons. Utilized low cost ETFs, exchange traded funds, that invest in broad segments of the markets. These are efficient and effective ways to invest across many market segments while using the benefits of diversification to minimize specific company risk.…
