We manage investment portfolios for individuals, households and institutional clients. We are currently working with accounts having assets in excess of $300,000. We pride ourselves on providing personalized attention to our clients. Our goal is to win clients’ trust and confidence by meeting their financial goals and achieving solid long-term results while maintaining a relatively low level of portfolio volatility.

We also help with our clients’ investment planning needs and work with them to identify a solution that best serves their interest and needs, whether it is the need for long-term care, asset protection, tax efficient investing, estate planning, charitable giving or some combination thereof.

For small businesses we serve as fiduciary advisor to plan sponsors, help set up cost-effective qualified retirement plans, help build fund line-up and provide participant education.