Customized Portfolio Management

We strive to develop, implement and maintain a customized investment portfolio to achieve the financial objectives of each client.  No two clients of ours are the same—nor are any two portfolios.

We manage a wide variety of client accounts, including taxable and retirement accounts for individuals as well as corporate pension plans.  For families seeking to preserve their wealth for future generations or for philanthropy, we manage their trust and foundation assets.

We use an expansive range of asset classes and instruments to construct portfolios, including:

  • U.S. Equities
  • International Equities
  • U.S. and International Sovereign Bonds
  • U.S. and International Corporate Bonds
  • Municipal Bonds
  • Preferred Stocks
  • Convertible Securities
  • Master Limited Partnerships
  • Precious Metals
  • Options

If you are self-employed or a small business owner, our High-Impact Tax Strategy may help be able to help you cut your taxes by tens of thousands each year and rapidly save more for retirement.  Learn more here.