We want to make sure your money works as hard as you do.

We are client-focused financial advisors.  We oversee the investment decisions from research stage, to trade execution, and finally to portfolio allocation for our approximately $150 million of assets under management.  Most importantly however, we work with each of our clients on a personal and individual level to help them achieve their financial goals in a manner consistent with our expertise in the financial markets and their needs and comfort level.

Our hands-on, individualized approach necessitates a complete understanding of each client’s goals, needs, risk tolerance, and return expectations.

Our over-riding goals are client satisfaction and growing our clients’ wealth through conservative long-term investing.  Where appropriate, we invest in the same investments as our clients and generally adhere to the common-sense ideology that if we don’t understand something we won’t invest in it. 

We custody client funds at Charles Schwab Institutional because we believe they offer the best interface and service for both our clients and ourselves.  We do not work for Schwab (we work only for our clients) and can hold almost any publicly listed investment in accounts custodied at Schwab.