OUR COMPANY

Our staff provides a full menu of financial services to our clients. We are managing approximately $38,000,000 in individual accounts, family trusts, pension plans, IRA’s, 401(K)'s and 403(B)'s.

Our clients have extremely varied risk tolerances. Some of our clients are extremely risk averse and choose to maintain portfolios comprised largely of bonds or mutual funds characterized by lower levels of volatility. Others accept a much higher level of risk and invest in aggressive equity mutual funds or stocks. Regardless of investment preferences, we try to offer all clients a high level of service and commitment.