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Investment Management

Most investors require their money to grow to meet their goals. With growth comes risk. We help our clients balance their needs for growth with their appetite for risk. 

Our primary objective is to create well-diversified and low-cost portfolios. We use individual stocks and bonds, ETFs, mutual funds and more to meet the needs of our clients.

All portfolios are designed and implemented in house by Brian Berkenhoff, CFA.

Client assets are held at TD Ameritrade.