Risk Management

We do not pursue one investment strategy; we craft one to fit your unique circumstances. We always put wealth protection first.

- Brian P. Monk

How We Help

Your Financial House

Just as with a home or building, an estate plan is only as sound as its foundation. We believe that the most critical element of your portfolio is the underlying protection.

Being Proactive

Risk Management is often the most forgotten element of a financial plan. In reality the decisions made in this process are consequential and far-reaching for those left behind. The primary focus should be about planning the best possible future for your family.

Protecting Your Legacy

As a part of your overall portfolio management process we intend to safeguard your financial position over the long term. We employ instruments ensuring that the plans you put forth now are fulfilled in the event of an untimely death.

Market Watch

October 21, 2019 @ 10:02 AM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.0%  
Dow Jones Transportation ETF +0.7%  
Dow Jones Utilities ETF -0.0%  
Nasdaq Composite ETF +0.2%  
S&P 500 ETF +0.1%  
PHLX Semiconductor Index ETF +0.4%  
OSX Oil Service Sector Index ETF +18.6%  

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