Investment Services

Our investment related consulting services cover the following areas:

  • Succession Planning
  • Mergers & Acquisitions
  • Portfolio Management
  • DST Consulting
  • Retirement Plans

We offer a range of managed, diversified portfolio management strategies that are personalized around a clients risk profile, financial objectives and account preferences.  Your investment strategy is our blueprint, we’ll use our disciplined investing process to manage your money. 

Securities related services may be offered through MSC-BD, LL. Member of FINRA/SIPC

We work with many custodians for individual portfolio management and retirement plans, including:


We can work with virtually any record-keeper/custodian, as in the case of retirement plans, the plan sponsor has the final choice and selects their record-keeper/custodian. We have never received commissions from any custodian, of any type, our competitive fees can be paid out of plan assets and/or be direct-billed. 

In alphabetical offer, the retirement plan custodians we can work with are:

  • Ascensus
  • AssetMark
  • Empower
  • ePlan
  • Fidelity
  • Newport Retirement
  • Paychex
  • SEI Private Trust
  • Pacific Financial Group

Our process starts with your needs, we then propose a strategy based on your priorities and preferences, and then take on the work of investing, while continuously supporting your objectives. We select investments that are aligned with your strategy, risk tolerance and goals.

From there we provide continuous monitoring and access to your account. This helps up manage risk, stay disciplined through volatility, and maintain your strategy, we provide up to date performance reports on request and will make them available to you on a quarterly basis.

 For more information, please contact us.