We provide time honored discretionary investment management services for HNW individuals, families and foundations. Our investment strategy is centered on solid fundamental research of individual stocks and bonds. Portfolios are structured to manage risk and provide an consistent ROR and income.
We maintain a culture of authenticity, integrity and commitment to our clients. Our goal has always been and continues to be to put the needs and interests of our clients first. This
has resulted in loyal clients, employees and consistent growth.
We are interested in merger opportunities with fee only firms that utilize fundamental analysis and
share our passion for the investment business and their clients.

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CRM Systems