We are an independent, fee-based investment advisor dedicated to providing customized portfolio management services to individuals and institutions. Since 1977 we have been committed to providing objective investment advice and a high level of personal service to our clients.
We have built a reputation for offering investment advisory services with integrity. We believe in putting the client first and that no detail is too small. We are service-oriented investment managers who not only respond to our clients' needs but frequently anticipate them.
Our clients include individuals, trusts, corporations, retirement plans and charitable institutions. Our independence gives us great flexibility to customize our clients' investment strategies.