Investment Management
A Personalized Approach to Your Investment Goals
By understanding what money means to you and the purpose you want it to serve, we can set an appropriate investment objective and help you work towards your long-term goals.
Our Investment Philosophy
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Relationships are built on knowledge.
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Our process leads to objective advice.
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Proactive oversight and communication produces results.
Asset Allocation: The Core of Our Portfolios
To ensure long-term investing success, we employ an in-depth process that seeks to increase investment return potential while managing risk.
Risk Management Through Broad Diversification
Our portfolios provide diversification by investing across multiple asset classes, market segments, investment style and strategies. *
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Asset Classes
Portfolios are allocated among stocks, bonds, cash, and alternative investments.
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Market Segments
Portfolios are diversified across domestic and international markets.
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Market Sectors
Portfolios include a mix of small-, mid-, and large-cap stocks, short- and long-term bonds and government and corporate bonds.
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Investment Styles
A mix of value and growth stocks, high-quality and high-yield bonds and global bonds.
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Management Strategies
Portfolios are diversified across passive and active managers.
* This is not representative of all portfolios. Portfolios are customized for each client and many factors are taken into consideration; thus some portfolios will have broader diversification than others.
Specialized Investments and Asset Management
You can rely on our experienced professionals to respect your goals, and recommend effective, personalized investment strategies.
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Alternative Investments
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Mineral Management
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Real Estate Asset Management
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Values-Based Investing
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Private Banking
505-837-4266
Family Office Services
214-525-7696
Fiduciary Services
505-837-4224
Financial Planning
480-596-4343
Investments
480-596-4343
Mineral Management
918-779-6616
Real Estate Services
918-779-6611