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Financial Planning*
Investment Consulting*
Portfolio Management*
The Investment Process

Portfolio Management*

We take great pride in constructing investment portfolios that are tailored to our clients' specific goals, time horizons, and risk tolerance levels. We believe that successful investing is the unique blend of the art of understanding clients' needs and the science of investment management, where we combine our experience with sophisticated analytical tools to create lifetime investment options. Our allocation process is based on the Nobel Prize winning concept of Modern Portfolio Theory which demonstrates that through intelligent diversification1 you can protect against and decrease investment risk. Our use of tactical asset allocation is a long-term approach to managing risk and preserving portfolios in varying market conditions. Through this approach, small, focused changes help move our clients closer to achieving their financial objectives.

1 Diversification does not protect against loss of principal .

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* Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member NASD/SIPC.

Investment Advisory Services offered through Investment Advisor Representatives of NFP Securities, Inc., a Federally Registered Investment Advisor. NFP Securities, Inc., is not affiliated with D/A Financial Group of California.

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