Overview

We are an independent, fee only Registered Investment Advisory firm headquartered in Marin County, CA, serving both private and institutional clients. We provide clients with investment management, retirement planning, insurance, tax and estate planning advisory services to help clients reach their goals and objectives. The firm specializes in the management of a high-quality, dividend growth equities portfolio. The portfolio is intended to take advantage of the well-documented outperformance of companies that regularly increase their dividends.

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