Our firm provides investment management services for client portfolios after a thorough review of a client’s goals, risk profile, and financial sophistication. Our philosophy is primarily that of a long-term, buy and hold strategy in a balanced, well-diversified portfolio.
We provide advice on individual stocks, bonds, separately managed equity accounts as well as the use of no-load and low-load mutual funds. The mutual funds which we employ invest in the following: equity securities, corporate, governments, commercial paper, and cash equivalents such as money market accounts and certificates of deposit. We often individually purchase fixed income securities such as municipal or taxable bonds rather than through mutual funds. We also recommend direct investments in real estate, oil and gas, and private equity/venture capital whenever appropriate.