“The investor’s chief problem – and even his worst enemy – is likely to be himself.”

– Benjamin Graham, The Intelligent Investor

“Based on our analysis advisors can potentially add about 3% in net returns” through behavioral coaching, asset allocation, and wealth management.

SOURCE: The Vanguard Group, Putting a Value on your Value: Quantifying Vanguard Advisor’s Alpha

SOURCE: The Vanguard Group, Putting a Value on your Value: Quantifying Vanguard Advisor’s Alpha

While it’s possible to invest on your own,
most people are just not very good at it.
Successful management of your own investments requires:


Investing your hard-earned money and avoiding catastrophic mistakes demands a substantial time commitment, and careful attention. Most people simply don’t have the spare time necessary to properly manage their investments.


A sound investment strategy requires a thorough understanding of finances, statistics and tax law. Life is full of questions, which only become more plentiful as you age and your financial goals become more complex. If you invest on your own and don’t have the answers, who do you turn to?


We’re all predisposed to emotional reaction, but making financial decisions based on emotions, such as greed and fear, often lead to costly mistakes. An objective investment manager can be the reassuring voice to help you stay the course.


You may be confident in your ability to create the right portfolio with an appropriate asset allocation and you may have every intention to diligently rebalance. But, are you certain that you have the discipline to stick with that asset allocation at all times?

A recent study of U.S. adults reported that 85% of the respondents felt some form of financial anxiety – enough to adversely affect their health, their home life, and their social life. Next to a family doctor, a financial advisor is the most critical resource to have in your corner.

Let’s add clarity, relieve anxiety, and secure a healthy financial future for you and your family.