We create customized portfolios for individuals and families that include:
A comprehensive Financial Plan
Risk assessment
Annual review meetings
Quarterly statements
Web access
An Investment Policy Statement (IPS)
Rebalancing
An annual cost review
All services are provided within the framework of our investment philosophy which emphasizes a low-cost and long-term approach to managing money.
We manage all types of accounts:
Traditional / Rollover IRA
Roth IRA
Individual / Joint accounts
Trusts