About Us

INFORMATION ABOUT OUR FIRM

ASSETS UNDER MANAGEMENT:
$67 million (as of 12/31/20)

EQUITY STRATEGIES:
Moderate (stocks)
Aggressive (stocks)
Broadly Diversified (mutual funds)

INVESTMENT ADVISORY FEES:
1% per annum on first $1 million
.8% per annum on next $4 million
.6% per annum on amounts
greater than $5 million

MINIMUM ACCOUNT SIZE:
$500,000

ACCOUNT TYPES
Individuals
IRAs
Trusts
Foundations
Non-Profits
Family Partnerships

LEARN MORE ABOUT OUR FIRM

We would be happy to discuss your investment management needs with you.