Investment Management

Investment Management

Our investment philosophy is simple; generate reasonable and sustainable positive returns with a minimum of risk to the value of their portfolios.

Our principals:

  • Manage risk through diversified asset allocation

  • Do not try to time the market

  • Tax-efficient strategies are important

  • Keep investment expenses as low as possible

  • Stay independent to pick the best available options for our clients

Company Retirement Plans

We craft 401k plans for the unique needs of the business owners and employees. These plans can help a person’s ability to save money in a tax-efficient way.

Plans we can access for our clients:

  • 401(k) plans

  • Defined Benefit Plans

  • Solo 401(k)


Specialized Investment Expertise

No one person can be an expert in every field. We use other investment managers with specialized expertise to help us maximize the value of your Portfolio.

Current specialized portfolio areas:

  • Large companies portfolio with an emphasis on dividend income

  • Small company portfolios

  • Municipal bond portfolios for tax free income