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's National Financial Services LLC.
- Ask us for a recent sample of our comprehensive quarterly performance reports.
- Request our brochure Better Management for Better Results™
