We are an independent investment advisory firm partnering with Advisory Services Network, LLC. We serve individuals, families, and municipalities.
We manage investment portfolios for our clients' trusts, 401K/Profit sharing plans, IRA's and foundations. Our services are fee based, and we are a firm believer in offering our clients a custom portfolio consisting of a balance of equities, preferred stocks, and fixed income securities based on their needs and desires. We have the ability to offer multiple custodians for your investment holdings. Our minimum portfolio size is $250,000, however, exceptions will be made depending on the circumstances.