We work with your specific objectives and goals to determine the appropriate mix of assets for your investment portfolio. Effectively balancing risk and reward and communicating the strategy behind your portfolio is an important part of our relationship with you.
Our quarterly Market Insight letter is written by our Investment Manager Steve Dixon. Our goal is to explain the relevance of market news to strategically-designed, long-term focused investment plans in a way that is easy to understand.
Frequently Asked Questions
What should I expect to delegate to you? What can I expect you to take care of for me?
The amount that you delegate to us is determined largely by you—some of our clients want us to manage as much as possible, while others like to stay actively involved in their plan.
How should I judge your performance?
We believe that you should judge your performance based on how well you are tracking toward attaining your goals. To measure that well usually requires that both your Birchwood advisor and you are taking the actions we’ve modeled and planned together.
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