Investment Services

As independents, we have no proprietary products to push.  Our clients have access to a broad universe of investments, with literally thousands of mutual funds and other investments available from more than 100 management companies, as well as individual stocks and bonds.

Those with at least $100,000 available to invest may choose between a fee based asset management account (see link to Asset Management Services) or commission based account.  More modest sized accounts will be handled on a commission basis.

Contact us by phone or email to detemine how we can best be of service to you and your family.