Our Services

We have the unique goal of providing direct portfolio management services to our clients. This service has become lost in today’s world of investing, but it remains at the center of what clients truly need. 

Our disciplined process to portfolio management has been in place for years and in some cases decades.  The investment strategies that we manage are each built upon the same value-oriented approach, and are composed of stocks that we research and have selected.

Our clients are comforted knowing that a competent and experienced team is handling the important details of their finances. We coordinate with attorneys and tax professionals when needed to best serve our clients.