PORTFOLIO MANAGEMENT

You set the policies – we implement them.  Each client’s management program is specifically tailored to their unique needs and objectives and reevaluated regularly as market conditions and/or the client’s needs change.  We invest primarily in publicly traded securities of all types depending on their suitability for your portfolio.  See our distinguishing characteristics. Like your…

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FINANCIAL CONSULTATION

An initial meeting is necessary to understand your objectives and your financial facts. After reviewing these materials, we will meet again to present our recommendations supported by exhibits.  We will adjust our recommendations based on the feedback from you, and will then send a brief “action plan” report detailing the steps we both have agreed…

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