Our Approach

We develop individualized investment portfolios that are based on the risk/reward profile of each client. We are investors, not traders. We tend to employ traditional mutual funds along with exchange traded funds (ETF) and individual securities, as appropriate. We allocate assets in a diversified manner across all asset classes.

To provide a comprehensive financial plan, we integrate your retirement plan assets in order to avoid duplicating investments in your other accounts.

We supplement our own independent investment process with Commonwealth’s robust research capabilities. We engage closely with major investment firms (such as J. P. Morgan, Goldman Sachs and Morgan Stanley) and mutual fund companies (like American Funds, Fidelity, Eaton Vance, Oppenheimer, and Lord Abbett) through regular face-to-face meetings, conference calls and analyst’s reports. Our comprehensive strategy reflects the collective best minds in the investment community.