Managing Your Investments

What is your investment risk score? We tailor fit each client’s investment portfolio allocation using sophisticated technology that allows us to decipher your true tangible level of risk.

Follow the link for your free Investment Risk Score! 


We're Independent and Family Owned

As independents we’re not handcuffed to any investment companies and are able to utilize whichever investments we feel will benefit our clients the most. This allows us to be more nimble in our portfolio management and buy and sell when we feel the time is right, not when an investment company says we are allowed to. The larger our company has grown the more investments have become available.

We Review Our Investments Daily

We review all of our investment portfolios and investment holdings on a daily basis. We subscribe to the best independent research, in our eyes, that is available today. Using our independent research, We have created and follow a dedicated investment research process that helps us decide which investments are in or out of favor and make changes accordingly.

Because we have no upfront commissions, back-end commissions, transaction fees, or short-term redemption fees through our custodian, TD Ameritrade, all of our investment moves are made in our client’s best interest.

We review each investment’s performance track record and we pay extra special attention to performance during down periods in the market. How did it perform in 2001, 2002, and 2008? Most importantly we want to make certain it is positioned to do well moving forward given the current market climate and what our independent research tells us.

We Can Help!

One of our goals as a firm was to become more nimble in our portfolio management because we felt global stock and bond markets were on the verge of increased volatility. When it comes to our managed portfolios, we feel that we have achieved our objectives. That being said, some portfolios are more flexible and nimble than others, so if you would like to discuss your portfolio with us, we would be happy to help, just give us a call.

We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.

C.S. Lewis

SUSCCMICOC_2814_SHRCCI proud to be