Our mission is to preserve and grow client wealth.
Our customized investment portfolios seek to generate substantial income and to compound that income
at attractive rates over time by investing mostly in high dividend-yielding equities.
Design client portfolios
We believe that a portfolio consisting of individual stocks and bonds offer our clients the most transparent, low-cost and effective way of delivering investment returns. An individually designed investment portfolio offers flexibility in meeting your objectives, accommodating risk tolerances, unique tax situations, and satisfying income requirements.
Complimentary Portfolio Review
Get a second opinion from a Portfolio Manager with over 15 years of institutional investment management experience. We are very committed to making sure that investors have a clear understanding of their investment holdings and their associated costs and risks.