Services

For Families and Individuals

Ongoing Investment Management

Account types managed include:

  • Regular investment advisory accounts
  • IRAs, including Traditional, Roth, SEP and SIMPLE
  • 401(k) and 403(b) plans
  • Trusts (Revocable and Irrevocable)
  • Custodial Accounts
  • 529 Plans
  • We offer a risk assessment system for clients.
  • Please phone us or email us for details.

One-time and Periodic Reviews (Periodic Package) – This package delivers a one-time or periodic review of your investments and is priced on a fixed-fee or hourly basis.

We offer a wide range of services to businesses and their employees:

For Businesses

Ongoing Investment Management

  • Defined Benefit Pension Plans (Profit-sharing)
  • Defined Contribution Plans (401(k) and 403(b) plans)
  • We help employees set up their accounts and often manage the investments in their accounts.
  • We offer educational programs to employees to help them become knowledgeable investors.
  • We offer a risk assessment system for employee accounts.
  • Please phone us or email us for details.

Education Programs

We believe that investor education is integral to becoming a knowledgeable investor.  We offer educational programs for groups.  Please phone us or email us for details.

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