Our Services

We believe that highly personalized service is not only what our clients deserve, but what they should expect when working with an independent fee-based advisor. As part of our highly personalized service, we provide our clients with the following services and product offerings:

Services:

Objective Review of Products and Services in the Market
Exclusive Access to Institutional Programs
Development of a Formal Investment Policy Statement Including Setting Goals and Recommending a Portfolio Structure
Ongoing Evaluation of Results
Responsibility for Managing All Aspects of Your Investments

Products:

Stocks
Bonds
Mutual Funds
Exchange Traded Funds
Unit Investment Trusts
Real Estate Investment Trusts
Private Debt
Private Equity
Life Insurance
Disability Income Insurance
Long Term Care Insurance