The Haller Way
Our mission is to be the most trusted advisor that clients can count on to provide objective solutions to their financial questions, goals, and dreams. We like to meet in person or over the phone as much or as little as each client would like. Meeting at least a couple times a year provides us the pleasure to get to know you on a more personal level.
Knowing Our Clients
We take a holistic view of your finances and goals. Because your money may be in several places, such as company 401(k) plans, it is important that these be coordinated in order to view the big picture when designing your plan. We strive to know not only the facts, but also your feelings and values before we develop a plan.
Our Investment Approach
With our investment approach that we call Focused CORE, we use tried-and-true investment strategies to help our clients navigate the years with confidence. It is based on the premise that there will always be down markets. Our goal is not to avoid them, but rather to minimize their impact and to take advantage of the opportunities that are presented by them. With over 30 years in this business, we believe that exceptional long-term returns can be accomplished by effectively managing risk during difficult economic times rather than chasing returns during good ones.
Our goal is to leverage this cycle of market emotion by taking advantage of the opportunities it presents.