Investment Advisory Services

We may utilize the following methods of security analysis:

Fundamental

Analysis performed on historical and present data, with the goal of making financial forecasts.

Technical

Analysis performed on historical and present data, focusing on price and trade volume, seeking to forecast the direction of prices.

Cyclical

Analysis performed on historical relationships between price and market trends, seeking to forecast the direction of prices.

We may utilize the following investment strategies when implementing investment advice given to clients:

  • Long Term Purchases (securities held at least a year)
  • Short Term Purchases (securities sold within a year)

Portfolio Audits

Morningstar Office

  • We utilize Morningstar Office, an all-inclusive portfolio management software, which offers many unique features.
  • One of our favorite features is the ability to customize billing. We are able to exclude cash or specified positions from a management fee, manage the billing structures of accounts held with LPL Financial or with other custodians, such as insurance companies or 401(k) plans. 
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