We’ll interview you to learn about your unique situation using our Discovering Your Investment Viewpoint survey, which considers your age, savings, goals, lifestyle, and risk tolerance. Once we know you well, we’ll design your portfolio to match your needs.   Because we’re independent and not beholden to any particular fund manager, we do our own research and choose the ideal securities to grow your portfolio and minimize risk.   We tend to prefer ETFs, as well as mutual funds, and our core strategy emphasizes capital appreciation and investment income. We use passive and active funds and choose active managers with a long track record. Once we’ve built a portfolio that aligns with your unique needs, remaining invested and staying true to that asset allocation over the long term is essential  to reaching your goals. As your financial advisors, our role is to provide perspective and a stable voice to stick with the plan.