Services

We provide investment management services for long-term investors. In order to provide these services we first work with each client to help them clearly establish their investment goals and learn what an acceptable risk tolerance is for them. We provide these services for a fee based on the value of investments under our management. We believe this compensation method is the best for the investor.

We also provide financial planning services. These services are designed to help clearly define your financial goals and then produce a plan to achieve these goals. For example you may establish goals of being able to provide a college education for your children and retire at age 65. We will work with you to determine what is required to reach these goals based on mutually agreed on assumptions. We provide these services for an hourly fee.

Income tax planning and tax return preparation services are also available to clients that we provide investment management services. These services are provided on hourly fee basis.