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...
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...
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...
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...
Our Team
Managing Director
Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has 25...
Client Services
Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a...
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
Risk on! The battle cry for investors since April 2020, has
propelled global equity markets to record highs as investors
continue to find confidence in the recovery and policy
makers provide unprecedented fiscal and monetary
support.
So long 2020…...and good riddance! A year marked by a global pandemic, historic unemployment, social unrest, political uncertainty, and extreme market volatility.
The rally in global equities continued during the quarter as investors looked beyond the economic carnage inflicted by the COVID-19 pandemic and measure the prospects of an economic recovery in 2021 facilitated by unprecedented accommodative monetary policy and fiscal stimulus.
