Our Services

Investment Management

The analysis, selection and monitoring of stocks, bonds, and mutual fund investments in both taxable and tax sheltered client portfolios.

Investments for Taxable Acccounts

Including brokerage, trust, Corporations and UGMA accounts.

Investments for Retirement Plans

Including IRAs, Roth IRAs, SEP-IRAs, Simple IRAs, Keoghs, Annuities, and 403(b)s.

Personal Financial Advice

Personal financial advice is included at no extra charge and our objective is to deliver customized financial advice that is unequaled in terms of quality from which the client can derive maximum value. This includes retirement planning, college funds, major purchases, insurance, budgeting, wills, trusts and estate planning, tax planning, and financial planning after divorce or widowhood.

Investor Education

Education is given on a need to know basis concerning financial issues that affect clients, giving them one-on-one explanation of investment options and alternatives, in layperson's language.

Quarterly Performance Reports

A summary of your investment performance mailed to you each quarter.

Client Reviews

Annual Meetings with clients, to review the client's investment goal and performance of accounts. More frequent meetings are encouraged, if client's needs so chose.