Investment Management

Clients have many choices of investment managers and tools. Since 1968, our family-owned firm has provided transparent and trusted financial services. Today we are still a personalized and independent firm whose goal it is to maximize your financial security.

Investment research and portfolio management are done internally, and our services include: portfolio design, direction and oversight; estate and trust administration and management; retirement rollover; income distribution strategies; Roth conversion plans; and tax mitigation advice.

We maintain a schedule to review your portfolio regularly.

Our firm invests in our team members’ training and certification, as well as technology, to meet and exceed what you expect from a modern wealth management firm.

Learn more about our Investment Philosophy.