When dealing with investment portfolios, our 25 years of experience have proven that actively managing client accounts creates the best long-term return scenarios. Using our process, we establish a risk profile and then build a custom portfolio consisting of stocks & exchange traded funds (ETFs). From there, we use fundamental & technical analysis to scale in and out of different industries based on our top-down market analysis and bottom-up investment selection process. This strategy has reduced risk for our clients and created a more consistent set of portfolio returns over the long-term.