The element that most differentiates our delivery of service is a belief that clients understanding of investment decisions is paramount.

Self-examination of more than twenty-five years in the securities industry reveals one constant in the success of investment plans, assuring a level of understanding regarding investment decisions. While this may not be a pre-requisite for each decision it is required for the long term success. Understanding is a prerequisite to being comfortable with your investments. Without it some clients will take action with their portfolios, regardless of rationale. Sometimes known as "buyer's remorse," this is often based on not being comfortable with investments. It is rooted in a lack of understanding and can result in poorly considered decisions.

When it comes to the delivery of our service, our emphasis is on ongoing education which is a necessary component for you to be comfortable with investment decisions. I believe this is a pre-requisite for a successful investment experience.

  • Financial Planning

  • Fixed Income Services

  • Investment Solutions

  • Portfolio Management

  • Retirement Planning