We are Accredited Portfolio Management Advisors (APMA®), and Certified Financial Planners (CFP®), offering comprehensive money management, financial planning, and consulting, for a fully disclosed fee.
Our firm does not sell securities for a commission, or charge transaction fees.
We seek to recommend custodians that will hold your investments, fully insure them, and execute your trades on a discounted basis, when compared to other available providers and their services.
Some of our Services…
- Comprehensive Ongoing Portfolio Management
- Financial Planning and Consulting
- Cyclical Analysis
- Fundamental Analysis
- Technical Analysis
- Option Strategies