Wealth Management

Separately Managed Accounts

We manage the following investment vehicles:

  • Simple, Roth, Traditional, and SEP IRA
  • 401(k) and 403(b)
  • Brokerage and Trust Accounts

What makes us different?

  • We do not offer prefabricated portfolios.  Each account is specifically customized for the investor.  We do not use mutual funds or any high-operating cost funds; instead we create portfolios through a combination of ultra-low cost index funds and carefully selected individual securities.
  • If the investment account loses value for the year, we do not assess any fees.
  • We advise our investors on assets outside of our management, free of charge.  (real estate, interests in private businesses, etc.)
  • We build and distribute a Household Financial Model in Microsoft Excel for each prospective investor at no cost.



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