Investment Management

We feel it's far more important to manage risk than to pick stocks. Accordingly, your investments are aligned with your desire for stability or appetite for growth. 

 
Find Your Risk Number

Portfolio Management

We manage investment portfolios tailored to your specific circumstances.  We accomplish this by combining the right mix of smart investments with proven strategies, seeking to manage risk and maximize returns.  Our process includes: 

  1. Asset allocation tailored to your objectives

  2. Smart, diversified, low-cost investment selection

  3. Regularly scheduled portfolio reviews

  4. Portfolio rebalancing

  5. Tax minimizing strategies

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What’s Your Risk Number?

Profolio uses Riskalyze, an industry leading technology based risk tolerance tool, to help clients invest fearlessly. Your risk number helps you pinpoint how much risk you want, have, and need to reach your goals. Click below to find your risk number?

Find Your Risk Number