We understand the power of teamwork

As a team we focus on our customers’ goals and work together, welcoming ideas and contributions from all quarters.  Because we are richly diverse in our backgrounds and strengths, we complement each other and know how to combine our talents as a team.

We know what our customers are looking for in a money manager

They want quality service and strong performance, at a  reasonable price.  As money managers, trustees, and executors, we charge a fee based on assets under management. Our customers appreciate knowing what their cost will be; there are no hidden fees or extra charges for each service provided.

Customers are not treated as a number

They are looking for personal attention.  They want investment recommendations that have been designed specifically for their wants and needs, not recommendations that have been designed for the masses.