Investments

The firm offers Investment Management and Advisory Services for personal accounts, trusts, and retirement accounts.

Our accounts are fee-based, which means that there are no up-front or deferred sales charges or commissions, and that the annual advisory fee is a percentage of the value of client account(s).  The fees are assessed in advance on a quarterly basis, which means that you pay only for the management you receive.

We use institutional investment managers, who typically utilize pooled investments (mutual funds, exchange traded funds) to implement your investment strategy.

We believe that it is in your best interest to offer a wide range of investments, asset classes, portfolio managers, and management techniques for your accounts.

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