"I believe we can significantly enhance our clients’
overall long-term financial success with the personal attention,
proper planning, and ongoing counsel offered by my qualified
and dedicated team."
~ John Berryman, Portfolio Manager, Vice President & Managing Director
Our Service of Excellence
We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is top priority.
This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.