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
Global equity markets posted their sharpest decline since the 2020 COVID crisis. A tightening Fed, runaway inflation, China COVID lockdowns...
On Thursday (2/24/22) Russia took the first steps in what the news has termed an invasion of Ukraine. Not surprisingly, this has led to major market corrections around the world.
It’s a hat-trick! 2021 marks three consecutive years of double-digit gains for the U.S. Equity market. The S&P 500 recorded a 28.7% gain for 2021, 18.4% for 2020 and 31.5% for 2019 for a cumulative gain of 100.4% for the three years.
