Our primary focus is providing clients with on-going, continuous investment management. We analyze existing portfolios and make recommendations to create a strategy guided by our client’s individual Investment Policy Statement. We recommend securities, buy and sell them and monitor their performance through the investing cycle.

For clients new to investing or with limited funds to dedicate to investing, we offer model portfolios. Our model portfolios are carefully constructed and constantly evaluated by our portfolio manager and staff. Each model client goes through our initial review process and is assigned to one of seven asset allocation model portfolios based on their investor type.