Individually Managed Accounts

We purchase the the highest-rated, individual, AAA and AA credit rated bonds. No bond funds. Each portfolio is highly diversified and offers complete transparency.

We determine your individual risk tolerance and purchase only high-quality equities and low-cost, index funds

Your individually Managed Account is tailored to your individual needs and objectives. You maintain Direct Ownership while enjoying such benefits as Income, Tax Tailoring and Efficiency, and 100% Transparency 

We manage Individual Accounts, Joint Accounts, IRAs, Retirement Plans, and Trusts. We offer free Financial Planning to determine your investment needs.