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Portfolio Management

Our first priority is helping you take care those important to you. As independent advisers, we can concentrate on what is best for you and your unique situation.  We take that responsibility seriously. Long-term relationships that encourage open and honest communication have been the cornerstone of my success.

We strongly believe that one person can do everything, but one person cannot do everything well.  As a result, we carefully choose those professionals we work closely with on the portfolio management side of our business.  Our main goal is to do what is right for you.  

The Investment Center, Inc. and IC Advisory Services, Inc. work behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts.  The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is the Registered Investment Advisor.  The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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