Overview

We offer investment management services. We will evaluate and manage most publicly traded securities but primarily invest in no-load mutual funds and exchange traded funds (ETFs) which are low in cost, widely traded, and highly liquid. Occasionally, we may purchase in client accounts individual stocks which we think have a very attractive long-term outlook that also meet our other criteria for security selection within the portfolio. Our services include active investment management as well as long-term wealth planning.

Market
Advisor/RIA
Last Activity
within 3 months

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