Investment Management Process Our firm's philosophy is plan first, invest second. A common sense approach for reducing unnecessary risk and removing the guess work. Your plan helps determine the rate of return required to sustain your lifestyle in retirement. Your plan dictates how your money should be allocated and invested.Your Financial Advisor works in tandem with the investment committee to manage your portfolio on a daily basis. Click Here to see our investment philosophy and process Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!