Investments and Services


In designing a portfolio for you, we will use a variety of assets or investments with the goal of providing a balance between expected risk and return.  This balance is the foundation of an investment plan that must align strategically with your investing needs, objectives, risk tolerance and investing time horizon.  Examples of investments include the following:

  • Money Market Funds
  • International Equities
  • US Treasuries
  • Municipal Bonds
  • Floating Rate Bank Loans
  • Mutual Funds
  • Closed-End Funds
  • US Equities (Large, Mid and Small-cap)
  • Emerging and Frontier Market Equities
  • Corporate Bonds
  • Convertible Bonds (Preferred Stock)
  • Exchange Traded Funds (ETFs)
  • REITs and MLPs
  • Variable and Fixed Annuities


Our services are wide ranging and are tailored to meet the exacting needs of each of our clients.  Examples of services include the following:

  • Portfolio Management
  • Risk Assessment
  • Pension Rollover and Distribution Planning
  • 401(k)/Roth 401(k) Profit Sharing Plans
  • 403(B) and 457 Rollovers
  • Estate Planning
  • Advising the Small Business Owner
  • Real Estate Investments
  • Diversification and Allocation Strategies
  • Custodial and Trust Accounts
  • Retirement Planning
  • 529 Saving Plans
  • Insurance Consultation
  • Notary Public
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