Our Service

  • Strategic Asset Allocation through the Selection of your personal Wealth Accumulation Portfolio
  • Monthly consolidation reports*
  • Portfolio Rebalancing
  • Quarterly Newsletter
  • Quarterly Performance Reports
  • Portfolio review as needed
  • Annual client review
  • Professional management
    "We manage the managers"
  • Fee Based Compensation
  • Client Appreciation Dinners
  • Coordination with overall Financial Planning

*Account size under $50,000 may receive quarterly reports.