Our Services

Our principle services include:

Portfolio Management
- You allow Udaya, as a professional Portfolio Manager, the authority to make investment decisions on your behalf, based on clearly-documented needs and goals.
Fee-based Program
- We provide advice; however, you review and approve every transaction.
Retirement planning
Education planning
Insurance and Estate planning
Financial planning
Philanthropic Giving
Access to commercial and personal banking specialists
Business succession strategies
Trusts and Wills