Who Are Our Clients

The firm specializes in managing investments for individuals who are retired or nearing retirement. Specifically, we address the issue of changing from a capital accumulation mode to an income mode. The dynamic of this change requires an assessment of investment assets and a determination of reasonable objectives for the assets in order to construct a proper balance between income and growth investments (see Investment Management, Diversification and Investment Philosophy). The firm also helps business owners establish or manage their retirement plans like: Profit sharing plans; 401K plans; and defined benefit plans. In conjunction with these activities, the firm manages investment portfolios in many forms: