Investment Management

Independent and Professional Management: Individuals who lack the time and expertise to manage their money entrust us with that responsibility to reduce risk and increase investment opportunities.

We create a customized portfolio for each client, based on the written investment policy statement
Our independence and objectivity allow continuous supervision and diversification of portfolios
Fee-only compensation aligns client & firm objectives

We place trades in the client’s portfolio, monitor the portfolio holdings on a regular
basis, and make changes as appropriate according to market conditions, security prices, and
our outlook on the economy.