Broker Check


As an independent, investment advisory firm, we charge a fee for the services we provide.  For individual investment account management and for sponsors of retirement plans, advisory fees can be based upon a percentage of the assets we hold under management, a fixed amount, or on an hourly basis.  There are no proprietary funds or fund management firms that we are required to include in our portfolios.  This enables us to make impartial and unbiased investment selection decisions that are in our clients best interest.