We offer two fee-based services:
• We build and manage customized portfolios of stocks and bonds for individuals and family groups, businesses, endowments, and foundations. Fees are based on assets under management.
• We consult on financial issues on an hourly basis.
• We pride ourselves on taking the time to understand our clients’ needs and delivering personal attention.
listen carefully to each client’s individual, corporate or institutional
• We design portfolios or solutions specific to the client’s needs.
• We work closely with a client’s other advisors.