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A well-balanced portfolio means that you have your assets distributed across several different asset classes to avoid the "all your eggs in one basket" problem. By diversifying across asset classes, you can reduce the risk of your overall portfolio.

The goal is to own assets that are uncorrelated, meaning that they don't move in the same direction or the same degree. For example, when stocks go up, bonds typically go down and vice versa.

Our client portfolios are well-balanced with a mix of U.S. stocks (large and small companies), International stocks (developed and emerging markets), real estate, commodities, and short and intermediate term fixed income (bonds).

Allow us to take a look at your portfolio and give you a free analysis.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you. | (407) 831-8002