Financial Services

Lori Pinkowski

Portfolio Management

Lori Pinkowski

We offer discretionary portfolio management, providing convenience and peace of mind delivered by your very own dedicated Portfolio Management Team.

With discretionary management, the investment manager makes all of the day-to-day investment decisions without having to contact you for each trade. This allows us to make quick buy and sell decisions based on market conditions, which reduces risk during periods of heightened uncertainty.

We believe an active management approach to investing is necessary in order to mitigate overall portfolio risk. The experience of the 2008 credit crisis serves as a reminder that there are times when portfolios need to be positioned defensively with higher levels of cash.

This active management process allows us to smooth the volatility of returns over time and protect your hard-earned capital. You’ve worked hard for your nest egg and our first priority is to protect it.

Lori Pinkowski

Financial Planning & Retirement

Lori Pinkowski

A comprehensive financial plan involves planning for the future with a focus on tax minimization and ensuring your wealth is properly transitioned to future beneficiaries. Our team of Certified Financial Planners work directly with you to develop solutions in all areas of personal and corporate financial planning and risk management.

Protecting Your Retirement

Accumulating retirement assets in a tax-efficient manner and ensuring you will not outlive your income are typical retirement planning concerns. We work with you to determine what level of savings you need in order to reach your financial goals.

Protecting Your Estate

We help you to determine which tools will work best to help ensure your assets are managed and transferred to your heirs with minimum inconvenience of taxes and other expenses.

Protecting Your Business

We offer various financial tools for your small business and employees, such as retirement planning, shareholder agreements, insurance planning, and investment diversification. We also offer advice on the transition of shares between generations and advice for professionals looking to incorporate their practice.

Protecting Your Family

Mitigating risk should be a key component to any financial plan. We incorporate analysis for life insurance, living benefits (Disability Insurance, Critical Illness, Long Term Care, health & dental) and estate planning insurance.

Protecting Your Legacy

We understand your desire to support worthy organizations and give back to your communities and can help you identify numerous financial benefits, such as immediate tax deductions and capital gains savings, so that your charitable contributions are maximized and your personal financial goals are attained.

Contact us
error: Content is protected !!