What We Do

Investment Analysis and Asset Management 
With all the investments on the market today, it's very easy to get overwhelmed by your choices.

  • How do you find the ones that are best for you?
  • Where do you get the time, the information, and the expertise to make the right selections?
  • How do you make your investments work together to seek your goals?

Through our fee-based investment services, we assist our clients by helping them pinpoint their financial needs and goals. Each investor is different, and each portfolio is specifically designed for each individual client. Using principles derived from modern portfolio theory, we develop an investment strategy and a portfolio that is best suited for the pursuit of each client's goals. We regularly monitor the portfolio and recommend changes when appropriate. Portfolio performance is monitored and reported on a quarterly consolidated statement. 

Retirement Planning
How much is enough? By quantifying your goals and investing wisely, you can seek protection against inflation, interest rate swings, and related economic uncertainties. Your retirement plan should also take into account the financial pressures that may be caused by unexpected medical needs, the loss of a spouse, or other unforeseen circumstances. 

Charitable Giving Strategies
Wise stewardship involves charitable giving that is both efficient and effective. Our giving strategies help you determine when and how much to contribute, as well as how to maximize your current and future giving potential through the use of various charitable giving techniques such as gifts of property, life insurance, and other investments. Charitable gifting techniques, such as a charitable remainder trust and a charitable lead trust, can be designed as a means of passing along your values, as well as your wealth to future generations.