We specialize in fee based wealth management for individuals with $250,000 or more of investible assets. Our portfolios are designed to meet your investment objectives. We use various investment vehicles including exchange traded funds (ETFs), mutual funds, stocks, bonds, and options.
From strategic buy and hold portfolios, with excellent fund management, to more tactical investment strategies, geared toward minimizing drawdown, as well as alternative investment strategies, we feel like we have a great offering. We can help you with an independent and objective perspective with regard to managing your investments.
We have partnered with TD Ameritrade Institutional to custody our clients’ managed accounts. Access your account HERE.