Our approach to managing money is very disciplined. We first understand your specific situation, and then we apply our proprietary investment style to create a customized investment portfolio. Here are the basic steps to the process.  For more details click the buttons on the left.
 

	The first step is to discuss your specific investment goals and objectives. We work together to establish your goals, a time horizon for each goal and your tolerance for risk. We also discuss portfolio restrictions (such as the types of stocks you may wish to avoid), tax implications, account access, reporting and other items.
	This investment discussion provides the foundation for the Personal Investment Policy, which defines the guidelines that we will use to manage your investment portfolio.
	Nauset manages money by following sound investment principles for managing long-term money. For more detail, see the Investment Philosophy section.
	We call our investment approach Sector Focus Portfolio Management; it is a sector investment style within a sophisticated diversification strategy.  For more detail, see the Sector Focus section.

We communicate a lot up front -- to create an investment plan that makes sense for you, your family and your goals.  We then manage with discipline and report to you regularly.  In all, a disciplined, flexible approach designed to identify -- and then meet -- your financial goals.

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