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Services
We are a fee-only wealth management firm:
No commissions, No products, No hidden charges
Investment Management
Utilizing our proprietary investment strategies, we design, implement and actively monitor client portfolios based upon their risk tolerance and stated investment objectives. Our investment activity is conducted through a multitude of fundamental and technical analysis while incorporating contrarian theories and risk management.
Financial Planning
Successful investment management is only as good as the overall financial plan it is part of. We offer financial planning services to incorporate our portfolio management strategies with all aspects of a client’s financial objectives.
Consulting Services
Some client scenarios don’t require the time or resources of full-service investment management. For those unique occasions, we are able to provide financial consulting.
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