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Portfolio Management

We manage investment portfolios for individuals, businesses and foundations. We develop long term plans and construct custom portfolios to address each client’s unique needs and objectives.

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Retirement Plan Services

We specialize in developing and implementing company-sponsored retirement plans for small-to-medium sized businesses.

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Mutual Funds

Our proprietary mutual funds are available to individuals for direct investment and to financial advisors, financial planners and registered investment advisors for their clients.

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Where people come first

Upon gaining a thorough understanding of each client’s distinct needs, we identify the investment strategy that we believe is in their best interest.

Knowledgeable professionals

Our experienced, highly-educated portfolio managers strive to produce competitive risk-adjusted returns for clients, while paying special attention to each individual’s unique financial needs.