Services for Individuals and Families

Each individual or family has unique circumstances, goals, and needs. It is our privilege and duty to work with you to understand your particular needs and to build an investment portfolio that helps fulfill them. As a family owned and operated business, we may understand this concept better than others do.

Our portfolio management services include:       

• Determining the minimum returns needed to fulfill your needs
• Establishing an initial investment policy statement to guide your investment path   
• Constructing and maintaining a portfolio of common stocks, bonds, CDs and cash, personalized for you
  
• Establishing a review process to update and make changes to your portfolio as needed
• Providing monthly statements with detailed information about your portfolio
• Providing a monthly newsletter to keep you informed on our views and ideas
  
• Being available to meet with you for a portfolio review, to discuss any concerns you may have, or for any other reason