Services

When welcoming a new client, we include a methodical and comprehensive report of her existing portfolio. We examine new client accounts systematically and pinpoint the portfolio's “baseline”.

Portfolio Review

When welcoming a new client, we include a methodical and comprehensive report of her existing portfolio. We examine new client accounts systematically and pinpoint the portfolio’s “baseline”.

Portfolio Management

Because we work for the long-term, we prefer not to buy and sell securities on a routine basis. Instead, we monitor each security controlled by our clients and adjust only as needed.

Retirement Planning

A recent survey by the Employee Benefit Research Institute (EBRI) showed that 36% of workers over 54 years old have less than $10,000 in savings and investments.

Why choose us?

We’re a fee only investment management firm that focuses on the long term – minimizing turnover; maximizing time. We give robust, well-rounded analysis on various metrics across all of the markets and limit risk by eyeing towards reasonable diversification.

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