Strategic
 
    The process by which you determine your willingness to take risks to achieve your defined investment goals over time.
 
Dynamic
 
    The adjustment of the portfolio to keep its relative risk at the acceptable level.
 
Tactical
 
    Selling highly appreciated assets and moving into what we believe are lower-priced assets that display good characteristics for growth.
 
Be on your way to financial success.  We'll guide you down the right path.