To know we are the right advisor for you, it is important to understand our investment philosophy
For ongoing Advisory Services clients, we create an Investment Policy Statement that outlines your financial goals and objectives. As part of that, we identify the level of risk and return appropriate for your portfolio and the asset allocation and diversification guidelines. Once assembled, this work becomes our "road map" to your financial success.
Our plan for you will be based upon many parameters. Generally, we recommend no-load mutual funds in the creation of investment portfolios. At times however, we may recommend other strategies. Rest assured, our recommendations will be based on our objective assessment of current market conditions relative to your goals.
Putting our philosophy to work for you
We believe that diversification reduces risk. Even a random mix of investments split between equities, bonds and cash is less risky than putting all your money into a single investment. In fact, research has shown that allocation accounts for 90% of the variability of return in the portfolio. We can show you how the breakdown of your investments can impact how much your portfolio is going to move up or down.
To put our philosophy to work for you, please contact us to arrange an initial meeting.
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Contact Information
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
