Wealth Management
We specialize in customizing and overseeing our clients’ investment portfolios based on their personal financial goals, needs and objectives. Our in-depth research and analysis applies scientific investment theory to current market conditions. We provide a fee-based portfolio management structure, which facilitates principles inherent with keeping our clients’ best interest at heart and sustaining long-term client relationships.
- $1.51 Billion in Assets Under Management (as of 2/28/21)
- Fee-Based Investment Portfolio Management
- Continuous Account & Household Monitoring
- Portfolio Evaluation
- Asset Allocation
- Financial Planning
- Mutual Fund, ETF, & Index Fund Selection & Oversight
- Fixed/Variable Annuity Products
- In-Depth Security Research
- Diversified Investment Models
- Cash Replacement Models
- College Savings Plans
- Trust Services
