Mutual Funds

Mutual funds are the starting point for most new investors. Also, most 401k plans utilize mutual funds. In general, until a specific account exceeds $50,000, we recommend using mutual funds before moving to individually managed accounts.

We now offer an online account platform called Symbil that allows you to get started on your own in less than 5 minutes. As your account grows we can help you work more directly with other money managers to fine tune your investment portfolio.

With all investors we offer a free risk analysis tool called Riskalyze. This helps investors better understand their risk tolerance which in turn helps us guide clients to the strategy that makes the most sense.