Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream.

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We do this by considering the following factors:

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• Time Horizon

• Distribution Strategy

• Ability, Desire, and Need to Take Risk

• Asset Allocation

• Asset Location

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As a fiduciary, our job is to make investment decisions that are in your best interest. This means ignoring the daily headlines and sticking with evidence-based solutions.