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Investment Management

It can be a balancing act at times to look at pursuing a return you are happy with while still feeling comfortable with the risk you are taking. These cross-roads are sometimes based upon our emotions and logic. Having a team of professionals who evaluate and manage risk is not assured of success, but certainly can be a strong advantage in financial management.

We offer using actively managed portfolios in accounts where appropriate. There are also choices in fixed income and other types of fixed stock or mutual fund portfolios if active management does not fit into your objectives. We do manage investment portfolios and can monitor positions for price changes and news information.