Known as much for what we're not… as what we are:

We do not bend client goals to fit an investment firm's agenda. Through individualized account management, we tailor one-of-a-kind financial portfolios, each unique to a client's objectives and risk profile.

We do not custodialize assets. We do manage a wide variety of asset portfolios ranging from aggressive equity accounts to very conservative fixed income U.S. Government security accounts.

We do not accept all investors. Our hands-on service requires investment compatibility with clients.

We do not sell commission-based investment products such as insurance or mutual funds. We do provide financial support services such as retirement planning, estate tax planning, and mortgage and other debt obligation analyses — and include it all as standard within our fee.

We're not limited to the analysis of investment assets only. We practice a relationship approach to investment management by aiding clients in all their assets.

We do not charge the industry average fee. Our customary annual fee is 1% of assets under management.