Investment Management

Using your financial goals as a guide, we design a diversified portfolio designed to meet your needs. We consider all of your accounts as we build an investment portfolio designed to be low-cost and tax efficient that takes into account your current financial situation, income needs in retirement, risk tolerance, time horizon and more.

We take an open architecture approach to building your Ohio investment portfolio, evaluating thousands of mutual funds, stocks and ETFs to establish an asset allocation that we believe has the best possible chance of helping you achieve your long-term financial objectives. We continuously monitor and adjust your investment mix as your life and financial situation evolve.