We specialize in creating custom-tailored investment programs that are designed to help our clients achieve their investment objectives. We serve individuals, families, businesses, retirement plans, and charitable foundations.
Separate Account Management
- An initial Investment Management Proposal, custom-tailored to acknowledge your specific investment objectives and special circumstances
- Custom-tailored, diversified portfolio of individual securities, including investment-grade fixed income securities and common stocks
- Conservative and disciplined investment philosophy based on classic investment and valuation principles
- Monitoring of portfolio asset allocations and securities
Mutual Fund Program
- Matches your investment objective with appropriate Model Portfolio of complementary mutual funds
- Annual portfolio rebalancing uses established asset allocation guidelines
- Objective investment criteria select the best mutual funds
- Build a relationship with a trusted and capable investment advisor that is based on clear communication of goals and concepts
- Be secure in the knowledge that your assets are working to meet your investment goals
- Increase the likelihood of producing competitive portfolio returns over the long-term
- Decrease the likelihood of experiencing meaningful principal volatility in your portfolio
Past performance is not a guarantee of future results.
Securities and Wealth Management products and services are not deposits, not FDIC insured, not insured by any government agency, not bank guaranteed, subject to risk, and may lose value.