La Pine State Park, Oregon.

Once we have an optimal plan to reach your goals, we work on building portfolios to meet that plan by investing your capital into customized portfolios that meet your needs.

We build portfolios using:

  • Individual equities traded in the U.S. exchanges. 
  • ETF's - The ETF universe is very large and growing. Allowing us to participate in sectors and regions.
  • Fixed Income.
  • Clients existing positions. We will review and discuss existing positions with our clients. We do not sell existing positions unless we all agree it makes investment and tax sense to do so.
  • Cash - We believe that cash is a position and based on market valuations we will adjust the cash position with the goal of strategically deploying it when the opportunity presents itself. We also generate revenue on the available cash sitting on accounts so it is earning a return while in the account.