Four Square Method™ - Our Investment Philosophy

Investment Philosophy

We understand that our Investment Adviser clients are looking for a wealth management solution that is both thoughtful in its approach and clear in its message. That is why we summarize our process using our Four Square Method™, each step delivered and tailored to your specific needs in a consistent and thorough fashion to provide you a clarity of purpose and a vision to fulfill your life aspirations.

PLANNING – We use the cutting edge technology of eMoney to help you organize, prioritize and build your financial plan – all within a single tool. In addition we provide each new client with a leather bound 3-ring Personal Financial Organizer (PFO), to organize your most valuable documents - financial plan, estate documents, key contacts, etc. The more technology creeps into our lives, the more having a tangible record of key documents in a centralized location matters to your piece of mind.

WEALTH MANAGEMENT – We manage your portfolio consistent with your investment goals and in accordance to our written Investment Philosophy and Investment Policy Statement; all tied together with your unique financial plan.

COACHING – Real wealth in a portfolio is not driven solely by investment “performance”. It is also determined by investor behavior. Our most valuable function as advisors is guiding clients past the “Big Financial Mistakes”.

LEGACY – We plan for the unexpected today to avoid the costly mistakes of tomorrow.

We believe Smart & Steady wins the race in life and in your portfolio. To that end, we look forward to embracing each client's future and side-by-side creating the blueprint to a strong financial foundation and legacy.

We invite you to explore our website, subscribe to our mailing list and to follow us on our blog, Facebook and LinkedIn where we periodically share videos and articles that aren’t always directed to you through email.

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