Investment Planning

What Is

Investment Management

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a long-term disciplined approach, protecting investments and doing away with unnecessary risk. Only once we understand your objectives, attitudes toward risk, return expectations and time horizon can we then calculate the rate of return needed to meet your objectives and determine the best portfolio strategy and investments for you. 

View the Rest of our Services

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…
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who we are

Meet Our Team

Morris Saad<small> CIM<small>®</small> , FMA, B.A.</small>

Morris Saad CIM® , FMA, B.A.

Portfolio Manager
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager
Alan Suja<small> CFP</small>

Alan Suja CFP

Certified Financial Planner
Jacqueline Collett

Jacqueline Collett

Executive Assistant