We offer a wide range of investment products and services for individuals, families, business owners and non-profit organizations.

We design and implement investment strategies predicated upon your personal objectives, income needs and risk tolerance. We are client focused; we want you to understand “the why” behind the process.

Once we thoroughly understand your financial goals, we develop a well-defined investment plan and asset allocation. We then build personalized portfolios using our asset allocation strategies that seek to meet your specific goals and objectives.

We will then carefully monitor your investment portfolio and suggest adjustments if your needs change, as well as to potentially capitalize on opportunities in the marketplace.

We conduct formal portfolio review meetings to ensure our understanding of your needs and your understanding of our strategy. We provide highly personalized and responsive client servicing.