We invest client portfolios in a mix of securities such as stocks, corporate bonds, government bonds, and money market funds. The mix among the securities alternatives is determined by their relative attractiveness at a specific time. The national and international economic climates and market conditions are keys in the mix decision.

Financial planning services are provided to clients to assist them in pursuing both short and long range financial goals. We begin this process by gathering information about the client’s current financial condition. After clarifying the client's goals, we identify past efforts and current abilities toward the pursuit of those goals. We follow the initial analysis with ongoing progress reviews.