Investment Management

We will implement a customized and individually managed investment strategy based on our proprietary and independent investment research. We invest for the long-term by establishing asset allocations and adjust those allocations upon the changing circumstances and objectives of our clients, not on the vagaries of short-term market fluctuations.

As a fee-only investment advisor, we are not influenced by conflicts of interest.  We charge only an asset based investment advisory fee so that our compensation is directly linked to the value of your investment portfolio. We do not sell products and do not receive commissions.

We use an independent custodian to hold your assets and you will receive monthly reports directly from the custodian and transaction statements every time we make a trade decision in your account.

Investment management