Overview

My partner and I have been in business a combined 64 years. Our clients tend to be sophisticated business owners and professionals. We're conservative, value-oriented investors. Our clients already have money so our primary job is to preserve it and grow it at a reasonable rate over the long-term.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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