Our Services

Individuals:

We develop a customized financial program.  We will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will develop an Investment Policy Statement (IPS) to customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following  services:

• Financial Planning
• Risk Assessment and Management
• ScheduleInvestment Strategy and Management
• Separately Managed Accounts (SMA)
• Estate Conservation

Businesses:

• 401k Plans
• 3(38) Fiduciary Services
• Investment Committee Education
• Investment Policy Development 
• Investment Selection and Monitoring
• Fiduciary Meetings and File Management
• Employee Education

Non-Profits:

• Investment Committee Education
• Investment Policy Statements
• Spending Policy Statements

Schedule

Schedule