We design and manage custom portfolios for our clients based on their individual risk tolerance and investment goals. Our strategy is to use low-cost, passive investments that clients can hold long term. We focus on keeping transaction costs and taxes to a minimum, improving net returns and maximizing wealth accumulation.
Individual Services: Whether you are just starting to save, have a fully funded 401(k) that you want to rollover into an IRA, or just received an inheritance, we can create a customized portfolio to meet your investment goals:
- Investment Accounts
- Individual Retirement Accounts
- Trust Investment Accounts
Small Business Services: Whether you have no employees or several, we can help you decide which retirement plan best suits your company's needs and create customized portfolios for each participant.
- 401(k) Plan
- SEP IRA