Portfolio Management

goal

setting

Goals are paramount in driving the overall business plan and investment strategies.  Whether you are building a legacy portfolio, maximizing cashflow, offsetting taxable income or focusing on wealth preservation, we tailor our strategies with your primary goals in mind.

risk management

Our analytical approach means maximizing returns while focusing on downside risk.  We look to allocate capital in diversified holdings through acquisitions that differ in location, product type, tenant mix, and leasing structures.

business planning

We believe every good business venture starts with a good business plan.  Using your specfic goals and current holdings, we design a custom portfolio plan with long and short-term investment strategies to drive growth.