Our Investment Strategy

A Disciplined Investment Approach

Whether your wealth comes from a successful business career or a family legacy, it presents remarkable opportunities and challenges.

The Wealth Management Team adheres to a market-based investment approach that uses rigorous academic research to gain insights about market trends and returns. Instead of trying to time the market and chase performance, we focus on actions that provide value. We seek to generate higher after-tax returns with low-cost, tax-efficient solutions.

In addition, we develop a strategic asset allocation plan for your portfolio to minimize risk and maximize potential return. Your account is carefully monitored and re-balanced if necessary, to ensure that you are maintaining the right balance between risk and reward for your age, market conditions and time horizon for achieving your goals.

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Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Gene Todd
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Bill Dolan 
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Other States
Gene Todd
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Existing Account Support
Michelle Stevson
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