Our firm provides the following professional services for our clients:

Financial Planning to help individuals prepare for the big expenses of life, their children's college education and their retirement.

Investment Portfolio Management. A proven program designed to help individuals and institutions reach their financial goals with minimum risk and maximum peace of mind.

We are known for responsive service to our clients, adhering to the highest ethical standards and our successful long term, low turnover approach to investing.

All of our clients' assets are held in safekeeping at major financial institutions. We provide guidance and management, but you are always in full control of your own money.