Comprehensive Management

We make it easy for you to take a strategic role

As a discretionary manager, we are comfortable and accustomed to helping you manage your portfolio from start to finish. We evaluate your investments, discuss your requirements and invest and manage your funds to conform to the mutually established strategy and parameters which are determined up front.  Additionally, when we manage your money for you, we offer quarterly investment reviews to go over performance and keep you informed.  We do the time-consuming “heavy lifting” and report the results to you in plain English.  We strive to utilize your time wisely by providing information and recommendations on the most strategic level.

We include financial planning services, at no additional charge, to all our management clients.