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"Different clients bring different needs, which is why we offer our clients a number of different investment services"

Introduction to Investment Management Services

Investment Management Services

Different clients bring different needs, which is why we offer our clients a number of different investment services.

link Portfolio Management

– our own highly-sophisticated in-house portfolio management customized to the goals, risks, and concerns of our clients. This option is taken by most of our clients.

link Outside Investment Firms

– we provide added expertise by incorporating additional select money management firms that complement our in-house skills. (For high net worth investors.)

link Consulting

– for individuals, businesses, family offices and foundations with existing money managers who seek input, analysis, and perhaps guidance regarding those entities.

link Safety-Vest Program

– increase income, outperform regular savings and bank accounts, yet provide a the level of safety you’re looking for.


From high-net worth individuals, to successful business owners, to someone with a large inheritance, to a retired-couple looking for income, to a professional couple in their peak earning years, we offer an investment approach based on the following essential concepts, particularly for our managed accounts.

  • Professional expertise and the objectivity of a non-commission firm
  • Sound investment approach consistent with realistic financial goals
  • Careful approach sensitive to our clients’ risk tolerances
  • Regular review, assessment and adaptation to difficult conditions
  • Ability to integrate clients’ social and environmental values
  • Communication about the thinking of the firm on an ongoing basis through our newsletters and ready availability for conversations and assurance
  • Small firm personal connection with large firm sophistication and capabilities
 
 
 
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