Investment Services

We take great pride in our role as a fiduciary – providing competent, transparent and objective wealth management and financial planning guidance. We work diligently with clients, using proprietary economic and market research, to help them achieve financial independence. We put our clients’ interests first and aspire to the highest levels of integrity and professionalism.

SERVICES

• Customized equity and fixed income management
• Fee-only, fully discretionary advice
• Separately managed accounts
• Highly personal service with a dedicated team

BENEFITS

• Investment professionals with decades of industry experience
• Institutional quality asset management
• Proprietary economic and market research that supports our investment management strategy
• Tax-efficient strategies to preserve as much of our clients’ wealth as possible
• An active customized portfolio strategy utilizing passive, low-cost exchange traded funds
• A committed and objective financial advocate
• Independent and transparent financial advice, free from biases often found at brokerage firms
• A team of individuals who take the time and effort to understand your specific needs and goals

OUR CLIENTS