As independent advisers, we are not held to firm products or sales quotas. Therefore, we have the ability to find not only suitable investment options for your particular situation, we can look at various sources. We offer both fee-based and transactional based options.
We specialize in Individually Managed Accounts that are fee-based. These accounts are actively managed with focus on generating income first and appreciation second. They are charged on a quarterly basis and the fee structure is easy to understand. This gives us the incentive to grow your assets.
These Individual Managed Accounts are discretionary and primarily hold Stocks and Exchange Traded Funds (ETFs). Covered Call Writing can be used as a method of generating additional income.
We also offer but are not limited to the following:
- Mutual Funds
- Real Estate Investment Trusts (REITs)
- Unit Investment Trusts (UITs)
- Alternative Investments
All investments are carefully chosen with the clients suitability, time horizon, and risk tolerance.