Since 1990, we have strived to help our clients make strong and confident decisions about their financial affairs. Long ago, we gravitated towards the Wealth Management Fee for Service model, thus incorporating consistency in our Corporate Qualified Plan and our Personal Financial Services Divisions. Because of our work in the Corporate Qualified Plan market, we were an early adopter of the fiduciary model — we were already responsible for following the process of decision making in an objective and controlled environment, free from outside influence and self-serving corporate environments.

Today, we strive to be one of the elite Financial Services Organizations in our Industry. We have invested heavily in both people and technology, enabling us to create a closer personal service relationship with you. We hold ourselves to the highest level of quality in every position, in every transaction and every interaction. We are paid a fee to manage your assets and to serve you in an open and transparent manner. We hold no bias to any fund, fund manager or institution. We do not receive enhanced compensation in any way. This gives us the freedom to be extremely objective.

We strive for excellence in the form of competency. We use both a Quantitative and Qualitative approach to our selection methodology, based on time-tested rationale including portfolio building, recognizing the value of the efficient frontier and adherence to risk.

Utilizing a keen attention to detail, we work hard to keep you informed about our thought process, enabling you to see your assets through our advisory eyes.