Building Client Relationships

• Mission & Approach to Client Service
• Fee-Based Services

Client Service Principles

• Personal Service
• Conservative Management
• Flexibility
• Diversity of Asset Classes
• Affordable Fees

Investment Strategy

• Stock Selection
• Bond Investing
• Your Asset Growth

How We Work With You

• Investment Management Process
• Fees
• Principals & Board of Directors

Fee-Based Services

Investment management is our only business.  We are a completely independent firm.

Your assets under our management are invested in a diverse selection of securities such as:

• Marketable stocks
• High-grade bonds
• No-load mutual funds
• Money market funds

Assets are held in a custody account at a bank or a brokerage firm of your choosing.

Your account will be separately managed in accordance with your specific objectives and requirements, and it will be under the direct supervision of the senior management of our firm.