Investment Committee

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Are your investment decisions being made by one advisor?
Think about the risk. What if the market goes down while the advisor is on vacation? How clearly is the advisor thinking if he is having marital problems? What if the advisor gets caught in the latest Wall Street fad?

In the Strategic Wealth Management (SWM) Platform, all decisions are made in-house by a committee of four experienced financial advisors.

This unique committee structure is focused on:

  • An objective selection process focused on evidence not theory.
  • A disciplined monitoring process that includes investment audits and weekly position evaluations.
  • Aligning the portfolio to your appropriate time horizon through a proprietary “Expectations Questionnaire”
  • Walking with you through both the good and bad times by maintaining awareness of the economic landscape.

We don’t attempt to “time” the market. We believe in a long-term disciplined investing strategy founded on research and supported by our leadership.