With more than 75 years' combined investment and financial planning experience, our portfolio managers hold post college degrees that include a MBA and the CERTIFIED FINANCIAL PLANNER™ designation.
One of our greatest accomplishments was the manifestation of this trust in the fourth quarter of 2008 and second quarter of 2009, near the center of the market meltdown … our firm’s assets under management and number of clients INCREASED during this period, unlike the experience of many advisers.
We operate on a Fee-Only™ basis, meaning we do not earn commissions on any investments we buy and sell for your account. Our independent status assures that our advice is objective and in your best interest… on interest.
Our competitors come in all shapes and sizes - from large brokerage firms to bank trust departments to mutual fund companies who have begun advising clients alongside their fund offerings, which already charge management fees. We consider ourselves an efficiently-run practice, positioned to deliver a valuable service at a fair and reasonable fee, and priced favorably against many competitors. We hope that the money you save working with us will give you the flexibility to pay for professional advice from your tax and estate planning advisors as needed.Read More...
As Warren Buffett says, “Price is what you pay, value is what you get.” As a smaller firm, we focus our attention on your individual circumstances and tailor an investment portfolio to your needs. Your Investment Strategy provides the framework for our day-to-day management of your portfolio and is reviewed periodically to determine if it is being followed and working – and to measure our effectiveness. This is where you see the value of our partnership over time, as we help you manage investment risks and costs in an effort to meet long term financial goals.Read More...
Unlike many of our larger competitors, where new faces greet clients almost monthly, when you call us you’ll always speak with the partner responsible for your investment results: either Founder Sam Dreher, Managing Partner Tom Velevis or representing the next generation, Investment Associate Michael White.