Investment Management
Individually managed portfolios customized for each Client
- Asset Allocation driven by investment objectives
- Investment Alternatives:
Preferred StocksCommon Stocks
Closed End Funds
Real Estate Investment Trusts
No-load Mutual Funds
Corporate Notes & Bonds
International Notes & Bonds
Money Market Mutual Funds
Royalty Trusts
American Depository Receipts
Master Limited Partnerships
Exchange Traded Funds
US Treasury & Agency Obligations
Municipal Notes & Bonds
Money Market Instruments
Derivative Products
Minimum Account Size $1,000,000.
Custodian is Fidelity Investment's Institutional Brokerage Group.
Open Architecture - "Best of the Best" offerings.
Equities investment strategy built upon traditional value principles with three pillared approach.
Common sense "sell" discipline.