Welcome to Our Web Site
We specialize in designing, building and managing investment portfolios for retirees and individuals planning for retirement.
- We help you design a diversified Investment Strategy tailored to meet your individual needs. (See Investment Philosophy.)
- We buy Stocks, Bonds and No-Load Mutual Funds to implement your Investment Strategy.
- You receive Objective Advice because our services are FeeOnly(TM), meaning we are not paid commissions on investments we buy and sell for your account.
See Important Disclosure Statement.