If you are looking for a fee-only advisor (Registered Investment Advisory firm)
and a team with more than half century of experience to manage
your investment accounts—
individuals—IRAs (including rollovers) and taxable accounts
institutions—401Ks, corporate pensions foundations
other non-affiliated financial advisors, including banks,
CPAs, attorneys and financial planners.
The investment strategies are all offered through personalized separate accounts.
4-star Morningstar Rating for
risk-adjusted performance as of June 30, 2020
& Market Commentary includes