About Us
Registered Investment Advisor
For more than 20 years we have been a Registered Investment Advisor (RIA) with the Securities and Exchange Commission.
We focus solely on managing investments for a limited number of clients in a clear consistent manner. We are SMALL BY DESIGN.
Our firm’s base of slightly more than 300 clients, with more than $800 million in assets under management, is the result of referrals from clients, accountants and attorneys who recognize the value of what we offer.
HIGHLIGHTS
• In business since May 1, 1999
• Work for our clients on a fiduciary basis
• Quarterly client meetings
• Clear, concise reporting package
• Responsive service and support team