SERVICES
Success at investing demands skill, discipline, patience and continuous effort.
We invite you to ‘tap’ our five decades of experience and extensive resource network.
Fee-only investment management customized to client’s specific goals
Fee-only consulting for individual investors, financial advisers and other professionals
Extensive research and resource network
Access to what we view as some of the world’s best asset managers and best businesses
Client education and best practice investing tools
Timely insights on important issues from our blog
Custodian and reporting services from Wells Fargo Clearing Services
Our firm is an Registered Investment Adviser(RIA). What does that mean?
- We are held to fiduciary standards and are required to act in our clients’ best interests at all times.
- We provide advice on a fee-basis only and are not paid commissions on any investment product.
- We are independently-owned, not part of a bigger firm. We invest our monies alongside yours.
- We have more flexibility of investment choices than many of our competitors.
We customize your investment program to meet your needs and wants.
We meet regularly with you to review your goals and investment returns.
We encourage you to call us anytime about anything. We enjoy the interactions.
If we can’t help you with a finance issue, we’ll connect you with others who can.