We build long-term relationships based on trust, integrity, and service.
Each plan and portfolio is tailored to your unique goals, time horizon, experience, and life circumstances.
Ours is a disciplined, actively managed investment process that is monitored almost daily. We contact our clients when there are material changes in the investment climate that may affect their portfolio. Our “‘sell discipline” is governed by proper asset allocation, with the substitution of more appropriate alternatives when there is an alteration to the risk/reward profile, or a material change in the prospects for a position held.
The majority of our clients participate in the Viridian fee based program that effectively aligns our interest of ensuring your assets are productively oriented towards you achieving your goals. We are on the “same side of the table”. Costs are completely transparent and potentially tax deductible.
As a Portfolio Manager, Mike is able to execute trades for his clients based on an Investment Policy Statement that is custom developed for you and provides a major strategic and tactical execution advantage. Discretionary portfolios offer the gold standard of investment management. Raymond James demands a very high accreditation and experience level for an advisor to become a discretionary Portfolio Manager.