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 portfolio, service is tailored to your requirements. You are welcome to meet with us as often as you like, whether once a week, or once a year. At a minimum, we provide a quarterly report in writing that contains an analysis of your portfolio, a review of its performance as well as our investment strategy going forward.