We specialize in creating custom-tailored investment programs that are designed to help our clients achieve their investment objectives. We serve individuals, families, businesses, retirement plans, and charitable foundations.
Separate Account Management
- An initial Investment Management Proposal, custom-tailored to acknowledge your specific investment objectives and special circumstances
- Custom-tailored, diversified portfolio of individual securities, including investment-grade fixed income securities and common stocks
- Conservative and disciplined investment philosophy based on classic investment and valuation principles
- Monitoring of portfolio asset allocations and securities
Mutual Fund Program
- Matches your investment objective with appropriate Model Portfolio of complementary mutual funds
- Annual portfolio rebalancing uses established asset allocation guidelines
- Objective investment criteria select the best mutual funds
Your Benefits
- Build a relationship with a trusted and capable investment advisor that is based on clear communication of goals and concepts
- Be secure in the knowledge that your assets are working to meet your investment goals
- Increase the likelihood of producing competitive portfolio returns over the long-term
- Decrease the likelihood of experiencing meaningful principal volatility in your portfolio
Past performance is not a guarantee of future results.