There is merit in asset allocation and diversification. This approach is utilized by many in the investment industry. While valuable, this investment approach should represent a core position but it is just one component of a well-developed portfolio. A Secure and well balanced Portfolio will often require a more in-depth strategy. We customize your portfolio to your unique circumstances. We are constantly seeking out / researching and back testing a wide variety of investment vehicles and products to meet these needs. It is a New and ever changing World and investment environment. As Fiduciaries it is our firm’s mandate to protect your asset, minimize volatility and to prudently invest your assets for growth.