We are a boutique investment firm, offering expertise, innovation, and service.
Our investment philosophy is to strive for steady growth while staying cost conscious.
We strive to build value by providing more than the average investment planning shop.
Education is important to us, and a key to our success.
Character defines us, ethics are at our core, and service is our passion.
Our clients are established people who are well-rounded and balanced.
We consider the individual, even at an emotional level.
We are independent and entrepreneurial, utilizing and offering leading-edge software.