Individual Investors

What’s your investment game plan?

Every investment involves both risk and reward. Professional investors have a set of guidelines to help them make disciplined investment decisions. You should too, and we can help you, it’s called an Investment Policy Statement. Learn more by scheduling to meet with an Investment Adviser today or get started opening your account online.

Assets Under Management Annual Fee
< $100,000 1.00%
$100,001 - $250,000 0.90%
$250,001 - $500,000 0.80%
$500,001 - $1,000,000 0.70%
$1 Million + Schedule a Meeting

Low Fees, No Commissions

Yes it’s true, no sales pitch or hidden fees! We can manage all of your investment accounts professionally and we charge a simple transparent fee to do it. Our investment management capabilities are flexible enough to meet the needs of any investor. Schedule a meeting to learn more or open an account now to get started.

IRA & Roth IRA accounts

We can manage any type of retirement account; Roth IRA, Traditional IRA, Rollover IRA, Beneficiary IRA, SIMPLE IRA, SEP IRA. We can also help with retirement accounts through your employer and make rolling over old pension, 401(k), 403(b) and other employer sponsored retirement plans easy.

Stocks, Bonds, Mutual Funds & ETF's

We can help you purchase any public stock, bond, mutual fund, ETF and more through arrangements with different custodians. In addition to traditional investing we can develop custom hedging and option strategies for more complex portfolios.

Brokerage & Cash Management

Through institutional relationships we provide access to traditional brokerage and cash management services. You can use debit cards, write checks and utilize other traditional banking services directly from these accounts. FDIC or SIPC insurance, you decide.

Alternative Investments & REITs

We have access to non-traditional and alternative investment strategies for clients with more complex investment needs. There may be certain requirements to qualify for these programs and special risks make these types of investments different from traditional investing.

Stock Options, Grants & Equity Awards

We provide objective advice to help you manage options, grants, warrants, equity awards, restricted stock and other benefits from your employer. Our team has experience helping business owners and corporate executives navigate these sensitive decisions.