Our investment philosophy focuses on understanding and managing risk -- an element inherent to the process of portfolio management. Our approach to managing investment portfolios emphasizes the importance of asset allocation and diversification across multiple asset classes. Within asset classes, we focus on valuation, liquidity and potential for growth.
The key to any investment plan is an understanding of your lifetime financial goals, long-term assets and liabilities, and your tolerance for risk. This can only be accomplished with ongoing communication. By creating a close, open partnership, Bigelow will be able to advise you on how best to achieve your goals.
As an independent firm, we are not restricted by affiliations with specific product vendors. We have the freedom to choose from all financial products available to create a truly customized plan for you. This enables us to create a portfolio that provides the growth you need, while understanding and controlling the level of risk.
At Bigelow we realize that change is inevitable and flexibility is key. That’s why we do more than portfolio management; we meet with our clients regularly to review the overall plan for continued relevance and effectiveness, the performance of the portfolio, and recommendations for changes going forward.