Our Approach

  • Wealth Preservation

  • Income Needs

  • Capital Appreciation

  • Risk Tolerance

  • Liquidity Needs

 

  • We work with each client to define goals and risk tolerance.

  • We seek to meet or exceed each client’s wealth management objectives.

  • We value simplicity, expense minimization and tax efficiency throughout our investment process.

  • Core investments typically include low-cost Exchange Traded Funds and Mutual Funds to gain exposure to Fixed Income and multiple Equity sub-classes. In addition, 1102 Partners manages individual stock portfolios in Quality Dividend Growth stocks and Special Situations Micro-Cap stocks. These strategies can be utilized as part of a comprehensive portfolio and are also offered as stand-alone strategies.