Wealth Management

Our primary function is to protect the wealth of our clients. In addition, we are tasked with generating cash flow as well as growing client assets, earning a meaningful return after fees, taxes and inflation. Our investment style is value driven, and accomplished only by rigorous fundamental research. At times we do buy growth, but only at a reasonable price. We prefer using individual stocks and bonds when constructing portfolios.

We have partnered with FIDELITY INVESTMENTS to provide portfolio management accounting, securities trading, and statement generation. Utilizing a third-party custodian also enforces proper checks and balances. Fidelity Investments is a registered trademark of FMR, LLC.