“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which should be successful, to prevent a lot of money from becoming a little.”

― Fred Schwed Jr., Where Are the Customers’ Yachts?: Or a Good Hard Look at Wall Street

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Portfolio Management

A One Size Fits All approach is not always the best approach for your investment portfolio.  Create a working relationship with our team to design your optimized portfolio.

Our portfolio management technique goes beyond the basics. LaBrunerie enjoys creating a meaningful working relationship with our clients to set objectives for the portfolio. We customize the investment approach by matching your asset allocation to your defined objectives and balancing risk against performance.  All of this is accomplished in a professional environment, where the highest standards of integrity, objectivity and proven experience thrive. Whether you are an active or passive investor, we continually monitor the allocation internally and offer scheduled periodic meetings to review with you and assess your results.