"The mint makes it first, it is up to you to make it last."
Evan Esar

We are a fully licensed Registered Investment Advisor who provide full-service portfolio management through our Investment Advisory Services Department.  These services are provided for an annual fee, charged quarterly.  Account size minimum is $ 50,000.  The fee ranges from .75 % - 2.00%, depending on the size and the complexity of account. 

We will work with you to determine your risk tolerances, time horizon, and any other specific concerns you may have and then create a portfolio designed for your needs.  We then manage the accounts on a “discretionary” basis, in other words, you leave the investment decisions and changes in our hands.  Our clients meet with us as frequently as they like to go over the strategies in place, and to make adjustments where needed. We are also experienced in creating socially-responsible managed portfolios.