Our commitment is to provide you with unparalleled service and support which includes:

  • Adopting an investment policy statement to cover Risk Tolerance, Tax Strategy, Investment Goals, Asset Allocation Ranges and Unique Client Needs.
  • Managing the portfolio to meet income and growth goals and follow the terms of the Investment Policy Statement.
  • Diversifying among asset classes, economic sectors and industries to address the needs of the client and the challenges of the economic environment.
  • Competitive investment returns.
  • Minimizing costs where possible and prudent.
  • Quarterly performance and market commentary.
  • Quarterly statements with a Portfolio Appraisal, a Realized Gain/Loss Report and a Purchases & Sales Report.
  • Consolidating multiple account statements into a single report.
  • Communicating according to the client’s preference: by mail, email, phone, or personal meetings.
  • Financial planning on request.