Investment Management
Our investment advisory service follows a strict investment discipline while portfolio construction remains highly client centric and focused on meeting the individual needs of our clients. Our approach balances the discipline of the investment process with individual client needs to arrive at an ef...
Dividend Growth Investing
At the core of our portfolio construction process is a carefully selected group of common stocks that have consistently increased their dividends over a long period of time. Historically, dividends have accounted for a significant portion of total return. In addition, research confirms that companie...
Strategic Asset Allocation
The discipline of asset allocation is at the core of any portfolio management process as it should be given that the decision on how to allocate your investments is a major determinant of portfolio performance. Our approach to diversification is expanded beyond the basic allocation of stocks, bonds...
Tax Efficient Investing
One of the major detractors of investment performance for private clients can be taxes. Portfolios comprised of individual securities, tax efficient exchange traded funds, municipal bonds and master limited partnerships are among a few ways we assist private clients in keeping more of what they earn...
Financial Planning
A successful investment experience starts with a carefully crafted financial plan. Solutions may include retirement, tax, college savings, wealth transfer, and asset allocation. Our approach to financial planning starts with gaining a clear understanding of your financial goals. This is best discove...
Our Team
Managing Director
Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has over 2...
Client Services
Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a gra...
Operations Director
Lynda is responsible for the day to day operations for the firm. In addition, she performs various administrative duties...
Dedicated to helping investors plan and invest for a secure financial future.
Latest Blog Post
Summary
- Expansion Continues But Global Business Cycle Less Synchronized
- Late-Cycle Pressures Rising, Risk of Recession Remains Low
- Central Banks Normalize Monetary Policy (Headwind)
- Solid Economic Growth and Corporate Earnings (Tailwind)
- U.S./China Trade Tensions & Geopolitical Risks Rising
- Po...
Quarterly Market Review
U.S. equities recorded the best quarterly result in over five years with the S&P 500 Index rising 7.7% for Q3 lifting markets to fresh record highs as strong quarterly earnings and improving economic conditions offset the headwinds of trade tensions, rising interest rates an...
Quarterly Market Review
U.S. equities reversed course during the quarter and posted modest gains across the equity spectrum with the S&P 500 returning to positive territory for the year. Year to date the S&P 500 Index has recorded a 2.6% gain, however investors remained cautious during the quarter...
