Fee Only

Our philosophy is to focus on value investing for the long run.  We trade infrequently, seeking out opportunities that represent lasting value.  To supplement this approach, we often write covered calls for downside protection and income. 

No Commissions

We manage many different types of retirement accounts – IRAs, Roth-IRAs, individual 401Ks, SEP-IRAs and others.

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Additionally, we manage assets in trusts, brokerage accounts, educational savings, custodial accounts and others.