Our Investment Management services include:

• Goal definition, asset allocation security selection and Investment Management
• Quarterly reporting of results
• Annual review of results and account objectives
• Coordination with Third Party Plan Administrators for corporate employee benefit plans
• Consultation and coordination with Trustees on individual trusts
• Consultation with other professional advisors as requested by the client to insure that all the advisors are working towards the same goal
• Comprehensive Financial Counseling
• Hourly consultation for those who do not need or require continuous management