What We Offer That Others Do Not

1.  Direct management of your money.  Do you realize that today most advisors are sales people and do not manage your portfolio themselves?  Instead they hand off your portfolio to a mutual fund or a third party money manager where your money is pooled with thousands of other investors.  We do not do this because with over 30 years of experience; we understand investing as well as any third party.  You pay one fee; not tiered fees and commissions.

2.  Your portfolio is not pooled with other investors, you know what you own.

3.  Personal financial guidance, not an inch thick computer generated financial plan based on old, debunked methodology.  We know our clients and can advise them on real-life decisions like:

  • Can I afford to retire?
  • We just had a baby; can we live on one income?
  • Should I pay off my mortgage?
  • Should I take my pension in a lump sum or an annuity?

No computer program knows who you are and what you worry about.

4.  Long-term relationships.  Many of my clients have been with me over 20 years and I now have the privilege of working with their children and even grandchildren.  This does not happen by accident.  It is the result of providing good results for my clients year after year regardless of the size of their portfolio.

5.  Ongoing education.  At least once a year, sometimes more, I treat my clients to a delicious meal while I present educational material to help clients understand these turbulent times.  These are not sales seminars.

In addition we provide ongoing information about your investments and the economy via newsletters (written by us for our clients) and relevant articles from premier economic and investment sources.

6.  Outstanding service.  When you call us, we answer the phone.  You will not get an automated service menu.    Our clients are our friends, not just an account.

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