Who We Are
  • An SEC-Registered Investment Advisor
  • A team of five highly seasoned professionals with more than 80 years of combined experience
  • Members of our team were named by the Wall Street Journal as Top Stock Pickers in the U.S. as "All Stars"*
  • All accounts managed on a Separately Managed Account basis - which means hands on portfolio management for each client, every single day
  • Manage or consult on approximately $200 million of investment assets
See And Hear Who We Are!
For more information watch the video below or visit our media page for additional videos. Click here to request Free Bond Primer information.
Our Core Services
  • Customized Investment Portfolios based on your specific goals and risk profiles
  • Fixed Income Accounts Only for those clients that are focused on principal protection and are income seeking
  • 401(k) Platform Solutions for employers and advisors who seek professional services for their retirement plan objectives, policies, and investment selections