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 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.