Personalized Investment Services:
​Investing is not just something we do, it is all we do. 

We provide fee only professional investment management (meaning we don't charge commissions) as well as advice and planning for individuals, families, trusts, business owners, and non-profit organizations. Our focus is a value-oriented investment management approach that centers around you and your objectives. We manage the following accounts on either a Discretionary or Non-Discretionary basis:
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Retirement Accounts (IRAs, Rollover IRAs, SEP IRAs, Simple IRAS, etc.)
Foundations
Trusts
Estates
Brokerage Accounts (Individual, Joint, TOD, etc.)

What Does Discretionary and Non-Discretionary Mean?

Discretionary Investment Management
Free yourself from the often overwhelming responsibility of managing your investment assets. Let us help by taking on the investment process for you. We start by constructing a portfolio that meets your objectives, monitor and assess your account daily, and make any necessary adjustments as needed

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Non-Discretionary Investment Advice
Utilize this service to gain access to our in-house research, investment experience, and advice. You will retain the responsibility to trade and rebalance your portfolio based on our recommendations. As with our Discretionary services, we develop a target asset allocation and then recommend investment selections for you to include in your own portfolio. You are ultimately responsible for executing those recommendations.

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General Financial Consultations
These consultations are a great way to get a second opinion on your current portfolio and/or advice on an in-depth financial issue you may be considering. 

You may notice that we do not offer or sell insurance, tax preparation, accounting, or legal services. While we understand the relationship between portfolio management and the aforementioned services, they fall outside of our core business strategy. If you happen to need any of these services, we are happy to recommend very capable and trustworthy professionals in each of these fields with whom we are accustomed to working with. Our commitment to remain focused on investment management allows us to methodically search for and uncover valuable opportunities for our clients. 

OUR VALUES

These core values drive our business and strategic thinking on a daily basis:

INTEGRITY
FOCUS
INDEPENDENCE
COMMITMENT
VALUE
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