Firm Overview
- Proprietary Quantitative Screening Process & Fundamental Bottom-Up Analysis
- Competitive Pricing Due to Institutional Relationships
- Institutional & High Net-Worth Client Base
- Extensive Financial Planning Services
- 50+ Years Combined Experience
Firm Credentials Include
- Certified Financial Planner™ (CFP®)
- Chartered Financial Analyst (CFA) & MBA
- Doctoral Degree (PhD), & Attorney
- National Social Security Advisor (NSSA®)
