The goal of our investment service is the same as the overriding goal of all of our services:
….. to help you live the life you want to live, by making informed financial and life decisions while avoiding taking unnecessary financial risks.
We evaluate investment performance within this larger framework. We do NOT attempt to match stock market returns or match any other artificial benchmarks to gauge the success of your portfolios. These criteria, although great for the talking heads on TV, are really irrelevant to your life success. If your portfolio supports your life then it is a successful portfolio.
We help you take as little risk with your investments as necessary,but which will still provide the potential growth necessary to support your lifestyle and goals. If your investment portfolio continues to support your lifestyle and all reasonable life goals and does not take unnecessary risks it is serving its purpose.