Our Services

Our clients are high net worth individuals, trusts and foundations.  As well as portfolio management, we offer our clients economic and financial counsel in other areas such as budgeting and estate planning.  We consider our clients’ full economic well-being when giving advice.  


We pride ourselves on providing quality personalized service for over 40 years.  We have many long-term clients and little turnover.  We believe our fees are among the lowest in the industry.