Your Interests Always Come First
We offer conflict-free investment advice and management. We do not accept any form of compensation from banks, brokers, insurance companies, or any other financial institution. Thus, we have no incentive to sell you products or purchase investments for your account that are not in your best interest.
Fee-Only Investment Management
We serve clients with the highest standards of ethics, integrity, and professionalism. Also, we promise to always give unbiased advice and service that is in your best interest.
Direct Access to Your Portfolio Manager
Each client has easy access to their portfolio manager.
Clients are not forced to talk with a less-qualified salesperson.
Custom-Tailored Investment Portfolios
Each portfolio is customized to achieve specific investment objectives that are established via personal consultation with a portfolio manager.
High Quality Investment Manager
Compare our superior background and experience to any financial advisor or mutual fund manager.
Our qualifications are at the top of our industry.
Minimize Portfolio Expenses
Generally, fee-only investment managers are less expensive than mutual funds, “fee-based,” and “commissioned” managers because they do not sell products. Fee-only managers are also less expensive because they can cut middleman expenses out of your investment solution.
Independently Owned and Controlled Investment Firm
No corporate money-making policy or boss can try to force us to compromise our principles!
We always focus on doing what is best for our clients.
Personal Interest in You
Our clients are very important and personal to us. We care for their well-being and the well-being of their families. Our goal is to serve you and your families for many generations.
Risk-Reducing Strategies
We attempt to curtail investment risk and principal loss through diversification, research, and diligence.
Separate Account Management
Each client as their own separate portfolio. This makes the investment process transparent to the client. It is easy for the client to see exactly what they own and exactly what it happening in their portfolio.
Fewer Worries
You can be more confident and at-ease with your financial future knowing that a highly-trained professional is continuously monitoring your investments.
Maximize After-Tax Returns
Our disciplined investment strategy emphasizes infrequent trading (low portfolio turnover). You will benefit from the deferral of capital gains, lower long-term capital gains rates, and fewer transaction-related expenses.
We Can Help in All Investing Environments
In strong and weak markets, our clients benefit from our equities, fixed-income, real estate, and alternative investment expertise.
Mulitple Types of Accounts
We can help manage almost any investment account type that a client may have including: Individual, Joint Tenants, Corporate, Partnerships, Estate, Trust, Custodial, Profit Sharing, Money Purchase Pension, Traditional IRA, Roth IRA, IRA Rollovers, Educational IRA’s, Simple IRA, SEP IRA, 401(k), Individual 401(k), Keogh, 529 Plans and other account types.
Investment Managers That Put The Client’s Interest First
