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It is our objective to help manage wealth, seek a reasonable rate of return, and help you understand the effects of inflation and taxes. We provide discretionary asset management services to individuals and institutions by committing to a disciplined investment process.

As a fiduciary, fee-based firm, we start our clients with a specific plan geared at fulfilling their financial goals and objectives. We uncover, advise, construct, and faithfully monitor each client’s financial plan. We utilize both active and passive strategies, through globally diversified investment opportunities. We have access to a near limitless array of investment options. We do not utilize proprietary products, nor are we incentivized to select one investment over another. We take seriously our responsibility to manage our client’s money prudently, transparently and affordably.

 

"We actively share our expertise, resources and investment
strategies to manage the goals and objectives of our clients."

DOUGLAS VANDERSTELT