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Overview

The firm operates as an independent registered investment advisor organized as a corporation and owned by an individual. Its client base is concentrated on individuals and families, with advisory work described as portfolio management for individuals and small businesses. Compensation is handled via a percentage-of-assets-under-management fee model. The firm does not identify as an active ESG investor, does not operate across multiple states, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives