Our Services

Unbiased Advisory Philosophy

We work along side the client as a trusted advisor who provides unbiased counsel focusing on investment performance. We feel the investing landscape is overrun with investment products that result in below market returns and impersonal service for investors while over-compensating the firms that create them. Contrary to that path, we utilize individual stocks, bonds, and index-based investments to design our client’s appropriate portfolio through a pure and independent philosophy.

No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Our individual clients are corporate executives and business owners, as well as high-net worth individuals and families. 

Our institutional relationships are with large to small publically traded and privately held companies, as well as foundations, municipalities, and private organizations.