Individual and Families

We manage for many individuals and families according to your personal tolerance for risk.

Whether your account is a living trust, an individual account or joint tenants, we can accomodate you. Additionally, we can develop specific growth & income plans tailored to your personal needs.

We pride ourselves on listening to you and investing your money accordingly instead of a one size fits all cookie-cutter approach.

We use various investment products to meet your requirements. These include:

• Stocks
• Mutual Funds
• Corporate Bonds
• Government Bonds
• Exchange Traded Funds (ETF's)
• Equity Options
• Municipal Bonds
• Money Market Funds

Mutual funds numbering in the tens of thousands. Thousands of stocks are listed on the NYSE and the NASDAQ. The explosion in the growth of ETF's seems exponential. Putting us to work for you is a prudent decision. Please contact us to learn how.