Services Provided
- Identifying Needs and Setting Goals: Understand clients’ needs and develop an appropriate investment strategy to meet their long and short term goals.
- Working With Risk: Help clients to achieve financial growth consistent with their level of risk tolerance.
- Selecting Investments: Help narrow the field of choices by matching investments to client objectives.
- Allocating Assets: Advise clients on how to balance investment types within a portfolio.
- Communicating Regularly: Stay in touch with written and oral quarterly reports.
- Advising: Give guidance suited to client needs and objectives.
Portfolios Offered
All accounts are tailored to individual client financial goals and objectives.
The Balanced Account — provides moderate interest and dividend income combined with long-term capital growth. This account offers flexible asset allocation among stocks, bonds and short-term cash equivalents.
The Equity and Cash Account – consists of stocks and short-term cash equivalents. Long term growth of capital is the primary mission. During times the market is significantly overvalued, we may reduce stock holdings to lower risk and preserve capital.
The Fixed Income Account-invests in high quality income vehicles and is structured to provide for the preservation of capital and the generation of high levels of current income.