Broker Check

Professional Investment Management

  • Professional investment management since 1975.
  • We are a registered investment advisor with the SEC.
  • We serve you as a fiduciary not as a salesperson
  • We start by developing your personal Investment Policy Statement which includes your goals and risk tolerance
  • Your account is separately managed
  • Access to our proprietary process Four Component Portfolio Plan to maximize growth and safety
  • We buy individual bonds at institutional prices

  • Your securities are held at Fidelity Investments Clearing and Custody Services.
  • Ask us for a recent sample of our comprehensive quarterly performance reports.
  • Request our brochure How We Manage Money©

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