We are dedicated to providing a high level of service for our institutional, individual, and financial advisors clients. Our accounts are individually managed and tailored to the needs and objectives of our clients. We are small and flexible – a major advantage today. All accounts are set up on a discretionary basis.
- Equities : We provide portfolio management that utilizes equities as the primary vehicle for long-term growth.
- Portfolios Planned For Individual Objectives : We genuinely enjoy seeing and hearing from our clients. We believe that is why we have retained clients and continue to win new ones over the years.
- Portfolios Using Transformative Technology : We use a proprietary technology software of an affiliate, Censible.co, to match institution’s, individual’s, and financial advisor’s values with their financial goals to customize a portfolio of stocks based on ESG, Women in Leadership, and Restrictive lists factors.