We meet with you to gain an understanding of your financial situation and goals. We then create and manage a diversified portfolio of individual securities (stocks and bonds), that are customized to meet your needs. Individual securities are the best vehicles to handle risk, diversification, expense efficiencies, and tax flexibility.
Of critical importance is transparency and liquidity. You should be able to see and understand exactly what you own. There should be a ready market for any security so that it can be sold immediately or within a day.
We use the largest discount brokers as independent third party custodians (Charles Schwab, TD Ameritrade, and Fidelity Investments) to house your assets.
You can be assured that your assets are secure and verifiable at any time.