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Philosophy

  • Each client is unique and deserves their own specific investment plan based on their tolerance for risk and long term objectives.
  • We would rather err on the side of caution than chase to achieve risky returns.
  • We use a combination of ETF's (for sector exposure), solid established dividend paying stocks (for long term tax efficiency and risk control) and a laddered bond portfolio for conservative clients.
  • We focus on fewer high net worth clients and offer highly personalized service.
  • We work to educate you the client, to help us manage your investments.
  • We review all investments continuously and run weekly screens on dividend paying stocks and the top 114 most liquid ETF's.
  • All Portfolio's are fully reviewed quarterly.
  • We use Fidelity Investments as our custodian. You receive statements directly from them monthly, and a full portfolio financial report from us every quarter.

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