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Professional Investment Management

Client Centered

We have been managing money for individuals and businesses since 1975.  During this time our approach has not changed - Seek to outperform the benchmark, and do it with less volatility.  Controlling risk is, and always will be, a fundamental philosophy of our firm.

You have the peace of mind knowing your account is being managed by professionals that have experienced many bull markets and a number of bear markets over the past 40+ years.


We use fundamental research, and employ both top-down and bottom-up analysis of current economic conditions to build your portfolio.

For those seeking income solutions, whether taxable or tax free, we have access to many institutional bond trading desks.  Therefore, we can build portfolios using individual bonds at institutional prices with no retail markup.

Separately Managed Accounts

Some of our clients take advantage of our growth strategies while others come to us to secure a steady stream of income.  Either way, your portfolio is individually managed and not pooled together with other portfolios.

Proprietary Process

We are proud to have trademarked our Four Component Portfolio PlanTM  after using it so successfully for a number of years.  The strategy is designed for you to capture the market's upside without risking all your money.

Request a copy of our brochure Better Management for Better Results