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.
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.
Each client has easy access to their portfolio manager. Clients are not forced to talk to a less qualified salesperson.
Each portfolio is customized to achieve specific investment objectives that are established via personal consultation with a portfolio manager.
Compare our superior background and experience to any financial advisor or mutual fund manager. Our qualifications are at the top of the industry.
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.
No corporate money-making policy or boss can try to force us to compromise our principals! We always focus on doing what is best for our clients.
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.
We attempt to curtail investment risk and principal loss through diversification, research, and diligence.
Each client has his/her own separate portfolio. This makes the investment process transparent to the client. It is easy for the client to see exactly what he/she owns and exactly what is happening in his/her portfolio.
You can be more confident and at ease with your financial future knowing that a highly trained professional is continuously monitoring your investments.
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.
In strong and weak markets our clients benefit from our equities, fixed income, real estate, and alternative investment expertise.
We can help manage almost any investment account type that a client may have including: Individual, Joint Tenants, Corporate, Partnerships, Estate, Trust, Custodial, Partnership, Profit Sharing, Money Purchase Pension, Traditional IRA, Roth IRA, IRA Rollovers, Educational IRAs, Simple IRA, SEP IRA, 401(k), Individual 401(k), Keogh, 529 Plans and other account types.