Our Services

 


 

 

 

 

 

We serve individuals and families with at least $250,000 investible assets, who are 5-10 years from retirement and those already in retirement.    

 For individuals, we offer:

  • Fee-based Retirement Planning
  • Investment Risk Analysis
  • Asset Allocation Modeling
  • Third-party Fee-based Professional Money Manager programs
  • Tax Management techniques
  • Estate Conservation techniques
  • Traditional investments: stocks, bonds, mutual funds, annuities, life insurance, CDs
  • Non-traditional investments

We also serve non-profit institutional clients of  at least $1 million investible assets.

For institutions we offer:

  • Investment Risk Analysis
  • Investment Policy Statement Construction
  • Asset Allocation Modeling
  • Third-party Fee-based Professional Money Manager Programs
  • Non-traditional investments