General Info

We focus on helping clients choose the right mix of equity and fixed income (stock and bond) securities designed to meet their needs for the accumulation of wealth and for income. We work closely with clients to understand their objectives and tolerance for risk. Then, we discuss the individual securities that might make a good addition to an investment portfolio, along with whether the client is buying to hold for the long term, to trade when profit opportunities occur, or to adjust the portfolio to limit potential losses if the price goes down on individual securities or within a particular industry sector.