Cultivar offers investment management and financial planning services.
Investment Management
We believe that adhering to a set of investment principles is the secret to successful long-term investing. These principles form what we call our Investment Philosophy. We believe that if we keep our client focused on the following key principles, they have a much greater chance of achieving financial success.
Financial Planning
The hallmark of a sound financial plan is a purposeful process. We provide this discipline to our clients, thereby assuring them that prudent decisions will be made on their behalf. We use a process to analyze their resources and obligations, assess their goals, initiate a plan, and provide ongoing review and adjustment.