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 buy individual bonds at institutional prices.
  

• 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.
• Your securities are held at Fidelity's National Financial Services LLC. 
  

       Ask us for a copy of our brochure Better Management for Better Results™ and a recent sample of our comprehensive quarterly performance reports.