Investment Portfolio Management
We manage investment portfolios for individuals, businesses and foundations. Our strength is in developing long-term plans and constructing custom portfolios to address our clients’ unique needs and objectives. Our services include individual and Joint Taxable Portfolios, Roth IRA’s, Traditional IRA’s, Trust Accounts, Foundation Portfolios, and Corporate Portfolios.
Retirement Plan Services
We specialize in Retirement Plan Services for individuals and small-to-medium sized businesses. We work with plan sponsors as co-fiduciary to develop and implement company-sponsored retirement plans that best serve the goals of business owners and employees. We work with the following retirement plans: 401(k), 403(b), Profit Sharing, Cash Balance, SEP, Employee Stock Option Plans, and SIMPLE IRA’s.
Our Proprietary mutual funds are available to individuals for direct investment and to financial advisors, financial planners and registered investment advisors for their clients.