We manage asset portfolios designed by us to build wealth in agreement with our clients' tolerance of risk, financial goals, and needs.* We regularly manage accounts for both individuals and businesses.

Our services include:
- identifying the proper asset allocation targets for our clients
- selecting the portfolio's individual combination of investment vehicles
- executing trades and other changes to the portfolio
- monitoring the portfolio closely over time
- managing the portfolio by making necessary alterations
- reporting regularly to our clients on the progress of their accounts

What we do not do:

- We do not take custody of our clients' money nor their accounts.
- We do not pool our clients' portfolios together.
- We do not stand in the way of our clients' relationship with their brokerage firm.

The investment portfolios that we assist clients in managing are not held by our firm; rather they are held at un-related third-party brokerage and mutual fund firms such as Charles Schwab & Company and TD Ameritrade. All of our client accounts are held strictly in their own name. At our clients' own discretion we often maintain a Limited Power of Attorney relationship with the client's brokerage firm to facilitate the execution of our services.

*Neither we nor any portfolio manager can guarantee protection against losses of any investment or savings account.