Investment management can be part of an overall financial plan for you OR can be approached separately as a single feature. It is an extremely important part of your overall financial goals. With literally thousands of investment choices and options available to you today, selecting the appropriate investments can be a daunting task, especially considering that it is now a Global environment and not strictly s U.S. based environment. Our recommended investment portfolios FOR YOU are based on a complete understanding of your present financial picture, goals, income levels, and most of all your particular risk tolerance. TO US, risk tolerance IS KEY as it is too often forgotten about and overlooked especially in good financial markets. This allows US to arrive at the most suitable investment strategies and tactics FOR YOU. Once our initial recommendations for your investment portfolio are implemented, WE continue to monitor your investment portfolio and offer our recommendations and guidance as to what will continually work best for your specific situation.

Our managed investment program IS a fee based, zero commission program that is not associated with a small number of investments. With today’s Global economic and investment markets, we continually review thousands of potential investments to recommend those that in our opinion are best suited for your overall investment goals. Account minimums do apply.