Investment Management

Investment Management

Our investment management focus is to deliver favorable results in accordance with a thorough understanding of client desires, risk tolerance, and goals. Through extensive research, professional collaboration, and disciplined portfolio management, an in-person and transparent experience is provided. 

As technology continues to enhance our industry, we are able to provide custom solutions across the many households that we serve, while still having the flexibility to maneuver markets instantaneously.

Gregory M. Lohr, MBA

Managing Partner, Investment Management Principal