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Investment Services

  • Manage custom tailored portfolios for high net worth families, individuals, and companies.
  • We manage personal, joint, custodial, trust, IRA and 401K accounts.
  • We only utilize publicly traded securities, including stocks, bonds, cash and mutual funds.
  • Close client communication via blogs, quarterly letters, semiannual performance reviews and annual meetings.

What makes our investment philosophy unique

  • Global viewpoint and investments.
  • Long term, low turnover, tax efficient focus.
  • Focus on companies with solid and growing dividend yields.
  • Prefer intellectual property over hard assets.
  • Portfolios are comprised of a mix of mature, mid-cycle and emerging companies.
  • Investments are made with the intention of passing them from one generation to the next.

For more information about our services, Download Brochure