Solutions Provided

We are value investors who feel that each of our client’s portfolios should have exposure to individual stocks, managed accounts, mutual funds, and tax-efficient fixed income investments when appropriate. We also provide access to outside money managers that complement your investment objectives and risk tolerance. These resources allow us to present the most effective and comprehensive investment strategy for you. We also incorporate your total investment portfolio (IRAs, 401(k) plan, annuities, ect.) into our analysis and recommendation.

The opportunity to own an investment exists in all market conditions. However, because no one has successfully been able to predict which sector of the market will outperform in the short term, it is imperative to have exposure to each investment class and style to ensure optimal performance.

Portfolio Analysis & Investment Planning

We analyze your current investment portfolio, your employer 401(k) plan, or any other investment account you may have, to ensure they complement each other.

Portfolio Management & Asset Allocation

We construct a tailored portfolio based on your unique investment objectives and risk tolerance. We actively manage your portfolio by incorporating core equity holdings, no load mutual funds, and outside money managers when appropriate.

Independent Research & Objective Thinking

Since we are an independent firm, we draw upon the research of several nationally recognized firms. Being independent also means we are not relegated to use the products and resources of any one particular firm. Independent research and objective thinking provide for unbiased solutions in managing your portfolio.

Estate Planning & Review

We work closely with your legal and accounting experts and we provide access to Independent Trust Companies to facilitate your Estate Planning goals. We ensure there is an efficient transfer of your estate for the benefit of your family and/or charitable interest. Please check out our Resource Page on more information regarding different trust structures and strategies.