Who we are
Since 1995, we’ve provided customized investment planning and management to long-term investors: individual, families, businesses, endowments, corporations and foundations. We start by listening to our clients, helping them determine their level of risk, financial goals, concerns and timeline.
Trust is the core of our relationship: As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to our clients. A vendor is not influencing us. We have the freedom to make recommendations that are in the best interest of our clients. They always come first. We are a fee-only investment manager so our focus is exclusively on our clients’ success.
Prudent Investing: Our disciplined investment process has been developed through years of experience. It enables us to design customized portfolios that ensure proper diversification while maximizing a client’s long-term return on assets.
Our Expertise is the Management Of:
- • Customized Investment Portfolios for Individuals.
- • Individual Retirement Accounts and SEP Plans
- • 401 (k) Plans
- • Pension Funds & Profit Sharing Plans
- • Foundations & Endowments
- • Trusts & Estates