Professional Asset Management
Chartered Financial Consultant (ChFC)
Our firm and its principals have been managing portfolios of mutual funds since 1998. Over the years the implementation has improved and the fees have been reduced substantially. There are a few locations on this site where you can learn all about our processes, including the Our Process link provided on this page.
We provide professional asset management and transparent platforms for 401(k)s, profit sharing plans, defined benefit plans, general accounts, IRAs, and individual asset management accounts.
We invite you to:
– watch Modern Portfolio Theory Video
New – Magic of Modern Portfolio Theory Video (Coming Soon)