Our Philosophy

Windows of opportunity open and close as economies and investment markets change requiring ongoing adjustments to the asset allocation (mix of stocks, bonds and cash) of your portfolio. Asset Allocation Advisors and the mutual fund managers we select strive to direct your investment capital into the best investment opportunities as they arise.

All aspects of investing are taken care of for you --- research, making investment decisions and implementing them, monitoring and evaluating your portfolio on an ongoing basis, making adjustments to your portfolio as needed, and providing you with timely written evaluations and commentaries.