experts

Investment Experts

Where We Excel

  • Fiduciary advisors, committed to putting your best interests above any business consideration of our own
  • Independent, professional advice – free from the conflicts of proprietary products
  • Creation of a comprehensive financial plan that reflects your unique needs and goals
  • Complimentary analysis of your current investment portfolio and design of a portfolio to support your financial plan
  • Consistent monitoring of your investments by a Senior Portfolio Manager
  • Active investment management in both favorable and difficult market conditions
  • Annual meetings to reassess your Financial Plan and review investment performance, in-person or via video conference
  • Calls always answered by a staff member who knows you, usually on the second ring
  • Advice and personalized assistance in times of major life events
  • 16 account reports per year including monthly statements and quarterly performance reports, available in hard copy or electronically
  • One all-inclusive advisory fee for advice, planning, and investment management
  • Advice on assets not directly managed by us such as deferred compensation and employee stock option plans, 401(k) and 403(b) plans, real estate, and small business ventures
  • Consultation with your Tax Advisor and Attorney to help optimize your tax and legal strategies
  • Guidance on managing risk, including life and disability insurance and potential medical/long-term care needs