There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:


Investment Planning

Your financial plan doesn’t have to be a 50-page book gathering dust. We sit down with you, listen and figure out why money matters to you. Then we help identify your goals and develop a plan to address them.

Investment Management

We manage your portfolios with a long-term mentality. We research a select group of companies with what we see as strong competitive positions with good management teams. We seek to buy them when we believe they are attractively valued and plan to own them for the long run. Depending on your investment goals we may include fixed income securities as part of the allocation.