We have been in business since 1997 and have been a Registered Investment Advisory (RIA) firm since 2001. Our main business is to provide investment management and financial planning services to our clients.
Our investment management services are based on our belief that each client has unique investment objectives. We make sure their investments are congruent with their goals. We have a track record of superior performance. Our portfolios are designed to protect our clients’ assets in tough economic times and grow their assets in expanding environments.
Our financial planning services provide clients with a personalized financial model to help them make financial decisions throughout their lifetime. We have designed our own unique financial planning software program called “Your Life on a Page™” to create personalized retirement plans that allow clients to see the rest of their financial life on one page.