Approach

Two black swans sitting in water.

 

Taking a moderate, risk-averse approach, we utilize macroeconomics, fundamental analysis, and technical analysis when developing wealth management plans tailored to our clients’ individual needs.

We believe that clients can still benefit from a low-turnover, commission-based portfolio while fee-based accounts should be used when appropriate.  We provide the flexibility to choose the proper platform so that our clients have the ability to participate in the plan that is individually tailored to their needs.