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We manage the following account types and registrations:

Individual & Joint Agency


Traditional IRA

Rollover IRA

Roth IRA

401(k) Rollovers

401(k) Current Employer Account





Our investment management team utilizes a full array of investment
instruments to build distinctive portfolios for each client:

Publicly Traded Equities

U.S. Treasuries

Treasury Inflation Protected Securities (TIPS)

Investment Grade Corporate Bonds

Mutual Funds

Morgage Backed Securities (MBS)

Exchange Traded Funds (ETFs)



Depending on account size, tax status and investment objectives,
Exchange Traded Funds (ETFs) & Mutual Funds are used for
the following asset classes:

Large Capitalization U.S. Equities

Mid-Capitalization U.S. Equities

Small Capitalization U.S. Equities

Intermediate Term U.S./Corporate Bonds

International Bonds

Large Capitalization International Equities

Small Capitalization International Equities

Emerging Market Equities

Low Duration U.S./Corporate Bonds