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Investment Management and Behaviorial Finance

Client Centered

Our investment planning service provides a disciplined strategy to help you work towards achieving your goals.  Our investment process seeks to eliminate the often negative impact of making investment decisions based on headlines, emotions and biases. 

  • Mutual Funds

  • Real Estate Investment Trusts (REITs)

  • Individual Stocks

  • Bonds - Government, Corporate, Municipal

  • CDs

  • Annuities - Fixed, Variable, Immediate

  • Brokerage Accounts

  • Account Transfers

  • Implementation of Risk Management Strategies

  • Coordination of Investment Portfolios