Asset Management

The Optimized Portfolio System™

As an independent firm, we have numerous options available to manage your assets, including our proprietary program we call TOPS™, which is an acronym for The Optimized Portfolio System. Our approach incorporates professionally managed investment solutions through Exchange Traded Funds (ETF’s). In our opinion, Exchange Traded Funds have become a favored investment vehicle among leading institutional money managers – we feel because they combine the benefits of stocks and mutual funds into one seamless vehicle.

We believe, determining the optimal investment strategy is imperative for any financial or estate plan. With increasing economic uncertainty and a seemingly unlimited universe of investment strategies and options, determining what fits best in your situation can feel like an overwhelming task. The Optimized Portfolio Solution™ (TOPS™) is a process that works to identify the best investment strategy for your situation.”

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