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.