... an independent registered investment manager overseeing client assets in excess of $530 million.
... a fee only advisor who does not sell any products or receive any commissions from securities transactions.
... managing investments for a diverse group of clients, including individuals, retirement plans, trusts, and non-profit organizations.
... not affiliated with any broker-dealer.
... work with any brokerage firm. All client accounts are custodied with the brokerage firm of their choice.
... provide our clients with a variety of other services that include financial planning, estate planning, tax planning, insurance analysis, and assistance with general financial matters
... assist with the special needs of clients experiencing significant life events such as divorce or death of a spouse.
Our investment advisors are available to answer any questions you might have about your portfolio. We communicate with our clients through personal visits, telephone calls, quarterly reports and personal letters. We regularly review the overall investment objectives of clients so we can alter investment goals to coordinate with someone’s changing needs. This includes reviewing portfolio performance and holdings, discussing the economic and investment outlook, and planning tax strategies.