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ECON
WEALTH MANAGEMENT
INVEST
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Active discretionary management.
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​ Portfolios built for goals/needs.
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​ Timely market commentary.
Providing you peace of mind on your path to financial freedom.
ASSET
MANAGEMENT
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When dealing with investment portfolios, our 25 years of experience have proven that actively managing client accounts creates the best long-term return scenarios. Using our process, we establish a risk profile and then build a custom portfolio consisting of stocks & exchange traded funds (ETFs). From there, we use fundamental & technical analysis to scale in and out of different industries based on our top-down market analysis and bottom-up investment selection process. This strategy has reduced risk for our clients and created a more consistent set of portfolio returns over the long-term.
Technical analysis is the cornerstone of our investment selection process. Our team of Chartered Market Technicians (CMT) utilizes technical analysis to understand specific relationships between various investment asset classes.
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Fundamental analysis plays a key role in understanding the cyclical nature of economic trends. This research helps our firm to develop long-term capital market assumptions.