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Our Vision

To bring financial freedom, pride of ownership, and a voice in corporate America to the citizen investor.

We know what is at stake; your wealth is the culmination of a lifetime of hard work and disciplined savings.

Understanding that each investor is unique, we take the time to determine both your willingness and ability to take investment risk. With this information we construct an asset allocation that is tailored to you. 

We Never Take Possession of Your Money

Our clients accounts and assets  are held at Interactive Brokers Inc., an award winning and well capitalized broker-dealer. (Your account will be setup with them when you begin working with us.) 

Account Types Offered

  • Individual (Taxable)
  • Joint
  • Roth IRA
  • Traditional IRA
  • Rollovers
  • Inherited IRA

Investment Fees


Annual Fee

$0 - $250,0000.99%
$250,001 - $1,000,0000.79%
$1,000,001 & Up0.59%