Under the Investment Advisors Act of 1940, an Investment Counsel’s primary activity must be to provide investment advice that includes substantial supervisory services. An Investment Counsel designs investment portfolios and oversees portfolio managers. Investment Counsels set the long-term strategy for your investment plan, including asset allocation. In setting your investment plan in motion, an Investment Counsel takes into account your individual goals, your risk tolerance, and your time horizon.

What services do you provide?

• Investment Counsel
• Investment Management
• Portfolio Design
• Wealth Management
• Risk Management
• Retirement Income Planning
• Estate Planning
• Other Services As Needed – Every Client Is Different!