Investment Advisory Services

We believe the tortoise wins the investment race.  Wealth accumulation takes time and patience.  We do not believe in chasing fads or striving to outperform this benchmark or that index.  Rather, we build and manage a well thought out portfolio tailored specifically for you, based on your goals and objectives, risk tolerance and time horizon. We believe each client is unique and therefore do not have cookie cutter portfolios where one size fits all.  That is why we work closely with our clients to define their goals and objectives.

Income Tax Services

We have been offering income tax preparation services to our investment advisory clients since 1985.  This has proven to be an extremely valuable benefit as we know how our investment decisions will impact our client’s tax return.  We have enjoyed providing this valuable service to our clients over the past 25+ years.

Our main objective is to provide our clients with a high touch level of service.  We exist only to meet your investment advisory needs.   It is important that you be completely comfortable with the way we handle your account.  Our mission is to listen to you and then use our experience to provide a portfolio that is specifically tailored to you. And finally, one key aspect of our investment advisory service is that we do not receive commissions on our investment advisory accounts.    We have total fee transparency.  You will know exactly what our compensation is for managing your account.  This means that we have no incentive to do anything that is contrary to your best interest.  That gives you the assurance that when we make a trade in your account, our only reason for doing so is to enhance its value. Please contact us if you would like to sit down and discuss your financial concerns.  We look forward to being of service.


An SEC Registered Investment Advisor