Toll Free Number: 1 (800) 895-9436
There's more to life than money. We understand that.
Our team manages your hard earned funds in a dependable manner,
... so you can enjoy life.
We are a team of five senior Investment Advisors and four support staff. We have organised ourselves in a team so that we can talk to our clients regularly. We have many years of experience, and our team has great conviction in the soundness of our investment philosophies.
Old fashioned values...that never really go out of fashion.
We commit to investing with Integrity.
We commit to investing in Relationships.
We commit to investing for your Confidence.
*New clients accepted by referral only.
We don’t have large billboards or glossy newspaper advertising. Just quiet word of mouth from our existing clients who we value greatly.
We run a conservative group practice, managing over $700 million for our clients and their families. Our clients receive the benefits of an investment philosophy that has been crafted over the last 35 years.