Our Services

Our primary focus is portfolio management for individuals and corporate retirement plans. We take an active management approach where the clients select their portfolio objective and risk tolerance, and we manage within those parameters. Within that realm, some of the services we offer our clients include:

services

  • Wealth Management
  • Retirement Consulting
  • Tax reconciliation reports to show the cost basis of trades at tax time on their taxable accounts.
  • Monthly print newsletter
  • Great economies of scale and low transaction costs through our custodian of client funds
  • Personal phone calls to alert clients with IRAs who need to take their annual Required Minimum Distribution (RMD)
  • For clients who participate in 401(k) plans that we do not manage, we will make periodic recommendations based on the choices available to them
  • Online access to accounts
  • Complimentary Portfolio Review
  • 401(k) Plan Review
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