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, and
  • 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, and
  • Trusts