Our Services

I help create value-based investment portfolios based on time-tested strategies for individual investors. I want to minimize portfolio turnover and reduce tax consequences that over trading can create. I utilize investments that have reasonable and growing dividends that create a stream of income in up and down markets. My philosophy is to reduce the downside volatility and create more stable portfolios for the long-term investor.

  • Tax efficient portfolios 
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Consulting services for the beginning investor

Brokerage as it should be