In this episode, we’ll share the process our advisor team uses to build portfolios tailored to client goals. It all starts with two key factors: the amount you’re investing and your investment objective. From there, we’ll explore the core tools—mutual funds, ETFs, and individual stock portfolios—and how we combine qualitative and quantitative strategies for large-cap stocks. You’ll also hear about the resources and expertise behind our approach, plus the flexibility we offer to meet unique needs. Tune in as we dive into how we turn goals into disciplined, customized investment plans.