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Investment Consulting

Our Process

Our investment process begins with a well-informed understanding of your motivation to save and invest your hard-earned dollars.  Once we have a good understanding of this, we translate that into a well-defined financial plan that reflects your family’s overall goals.  By integrating both a Life Plan and Financial Plan into one’s investments, we find that clients are better able to navigate the uncertainty of the financial markets and their life stages.  

Four Key Features to our Investment Consulting Services

Impartial and Objective Advice

Impartial and Objective Advice

As an impartial consultant we can focus on one principal concern – the client’s well-being - while helping to achieve all financial goals.

Specialized Investment Management

Specialized Investment Management

No one manager is likely to offer superior performance in each class. Our process identifies top candidates across asset classes along with specialized solutions in tax and risk management.

Investment Manager Due Diligence

Investment Manager Due Diligence

Our ongoing due diligence process is built to evaluate portfolio holdings and characteristics using a variety of analytical tools.

Discretionary Management

Discretionary Management

Allows us to make timely decisions on your behalf in conjunction with the confines of your Investment Plan and well-established parameters.


Our Investment Services Have Three Critical Benefits


Personalized Investment Guidelines

This will give you and our team a clear set of objectives, goals and benchmarks as we implement your investment plan.

Tailored Asset Allocation

As the largest determinant in your investment outcome, your allocation between the various investment asset classes will be customized to your needs and goals through a consistent process.

Ongoing Performance Monitoring

After setting goals and benchmarks there is ongoing discussion and alterations and the portfolio and investment level to stay aligned with your goals and objectives.

Jeffrey Hedley

Jeffrey Hedley

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Benjamin Hoeger,&#160;<sup>CFP<span style="font-size: 8px;" data-mce-style="font-size: 8px;">&#174;</span></sup>

Benjamin Hoeger, CFP®

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