Core Equity

Our core equity portfolio focuses on investment themes that have secular or cyclical tailwinds, and identifies industry-leading companies with competitive advantages.

Diversified Income

Our diversified income portfolio targets higher income for investors who seek greater returns than those available through traditional bond investments.

Covered Call

A covered call strategy uses call options to increase income and decrease volatility of a stock portfolio. Covered call portfolios are optimal in a relatively flat or slightly positive equity market environment.

Fixed Income

Fixed income provides the foundation of a balanced portfolio; we focus exclusively on high quality bonds with low default risk.

Investment Management and Financial Planning

Building relationships, providing strategic direction and achieving financial goals.

Financial Planning

We build client relationships by developing and implementing strategic financial plans to achieve long-term goals.

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Investment Management

We offer portfolios of individual securities that are customized
to meet our clients’ objectives.

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