• Investment management and financial planning services for the same fee
  • Individually tailored securities portfolios
  • Disciplined growth and value investment philosophy
  • Conservative, long-term strategies and personalized goal-setting
  • Independent research and proprietary analytical tools
  • State-of-the-art portfolio management software and computer resources
  • Broad diversification
  • Custom asset allocation
  • Focused on building long-term business relationships with each client
  • Comprehensive reports and ongoing communication
  • Quarterly¬†Newsletter
  • Internet access to portfolio information
  • Extensive network of professional referrals