The Investment Consulting Group

Our Investment Process is designed to (1) provide a clear line of communication between us and our clients, (2) determine how to accommodate our client's requirements and (3) manage our client's funds.

We practice the art of Asset Allocation which attempts to maximize our clients portfolios objectives while minimizing the associated risk.*  Our clients portfolios consist of three main asset classes: equity, fixed income, and cash/cash equivalents.  We seek to balance between these asset classes in accordance with one's written investment plan and market valuations.

No one can predict market cycles or market timing with accuracy.  As a result, the Investment Consulting Group seeks to manage the risk our clients are willing to take in order to accomplish their objectives.  Our process is to control risk (not eliminate it) as there is risk involved in all investments.

We believe that wealth is created through capital appreciation.  We also believe, over time,  stocks as an asset class will continue to provide a competitive return to investors over other investment opportunities.  While past performance should not be considered an indication of future performance, experience suggest the most successful investment programs involve a long-term perspective and in order to consistently help one achieve their goals, investment programs must require a commitment to sound investment disciplines.

*Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.