Anytime you are investing your money you have to consider the risk you are taking versus the potential return. Nobody minds risk on the ride up.  It is only on the descent that people realize how much risk that they have been taking.

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Our goal when managing our client's portfolio is to smooth out the peaks and valleys. If someone can handle the swings of being 100% invested in the stock market, then we are probably not going to be a good fit for them.

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We start out with a roadmap of where you want to go.  Then we figure out how much money you need to get there.  Lastly we figure out how we can get you to your destination while taking the least amount of risk as possible. Why would you take more risk than is necessary to achieve your goals?

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We invest in stocks and exchange traded funds and then overlay those positions with option strategies to reduce the risk and generate income.  We will also invest in fixed income when yields have risen and provide a favorable risk versus return profile.

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Our goal is very simple when managing our clients' money...do not cause them to lose sleep over their investments.  They have spent their lifetime saving this money.  It is our job to protect and grow what they have spent their lifetime building.