Everyone’s personal financial situation
is different. We
offer free consultations to
prospective clients to discuss their particular financial needs and how
they can best be
achieved through careful investment planning and management. This will
be an informational meeting with absolutely no
sales pressure. Contact
Us
Our
Investment Philosophy 1. A client's specific financial objectives and risk
tolerance dictate how their portfolio is invested: By
reviewing basic investment concepts with our clients, we 2. Diversification is the key tool for
managing risk: Diversification
spreads risk over many types of investments to reduce the impact
of any single security. Proper 3. Equity Selection is based primarily on fundamental
analysis of each invest- ment: Our goal is to add
value through the selection and purchase of common stocks
Low
Fee-Only Investment Structure
Our clients know exactly what they are paying
. . .
Our management fees are based on assets under
management and start at 1% per year for accounts of at
least $250,000, payable quarterly in advance.
In addition to low management
fees, our clients benefit from discounted brokerage fees that we
negotiate on
their behalf. We receive no compensation
from these fees. Since our
Referrals
Our objective is to grow the firm
by surpassing your expectations and adding quality clients. Your business
and referrals are always welcome.
