Fee-Only Investment Advisor

Fee-only. Our fee is .002 per quarter for accounts up to $2 million and per schedule thereafter.  Accounts begin at $750,000.

Our goal is to earn solid rates of return with low risk.  We select value stocks and no-load U.S. and foreign mutual funds.

Our investments are based on our discussions of your investment objectives and comfort level of risk. Securities are rebalanced as your circumstances and investment conditions change.

Our follow-up includes meetings, discussions, e-mails and updates to your balance sheet and financial action plan.