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 30+ years of investment management experience- Considerable knowledge of the global economy and its’ correlation with portfolio management
- Long history with Charitable and Trust administration/investing
- Considerable experience with IRA distribution
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- Experience 30+ years of investment industry experience.
- Independent employee-owned and operated investment management firm specializing in stocks, bonds, exchange-traded-funds and mutual funds.
- Relationships the goal is to establish a personal, long-term relationship with each client's ever changing lifestyle, goals and dreams.
- Security our firm uses one of the nation's largest brokerage firms to hold and safeguard clients' assets
- Attention client centered investment process to a limited number of clients
- Value our philosophy includes creating value and maximizing returns by using a disciplined approach for each and every client
- Consistency maintain a long-term perspective; no market timing
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