We are an independent registered investment advisory firm with long experience in managing portfolios for institutional and individual clients. Your investment account, large or small, institutional or individual, will receive the same careful attention we have been providing to an international clientele for 23 years.

Our first priority is a high level of personal attention and responsiveness to our clients’ needs, an attitude not often found in today’s megabuck financial climate. The tactical and strategic components of each portfolio are carefully tailored to the client’s investment objective, taking into account individual levels of risk tolerance and the length of the investment horizon.

Your investment results are very important to us because they are the sole determinant of our business success. But performance expectations and portfolio positioning must be related to the current state of the market and interest rate cycles. Our experience in dealing with the long-term ups and downs of industries and their individual equity issues, asset allocation decisions and the maturity structure of bond portfolios is your assurance that your account is in good hands. We look forward to hearing from you.