If you are looking for a smarter, safer approach, then we are the firm for you.
We focus on two types of clients:
Retired Investor: We create low risk, high income portfolios with targeted yields in the 7.5% – 8.5% range, and with no stock market exposure. Welcome to a new, more practical way of paying for the life you’ve earned.
Working Investor: We deliver a full-service approach that combines clear planning, independent thinking, great communication, and far less reliance on stocks. Our conservative approach works despite market tumult.
We also provide specialized services for Family Offices and Endowments.
Simple Answers to Complicated Questions
Our relationships begin with clear, simple answers to your financial and retirement questions. Once we understand your unique situation, we will build you a stable, secure financial base.
We offer many ways to get started:
- Schedule an appointment to talk with President Brendan Ross
- Ask us an investment question through our Knowledge Engine: