We create customized portfolios for individuals and families that include:

  • A comprehensive Financial Plan

  • Risk assessment

  • Annual review meetings

  • Quarterly statements

  • Web access

  • An Investment Policy Statement (IPS)

  • Rebalancing

  • An annual cost review

All services are provided within the framework of our investment philosophy which emphasizes a low-cost and long-term approach to managing money.

We manage all types of accounts:

  • Traditional / Rollover IRA

  • Roth IRA

  • Individual / Joint accounts

  • Trusts