Individual & Corporate Accounts
Because of our tax background we are sensitive to minimizing the impact of taxes on your investments. This may include the use of tax managed funds, the use of loss harvesting and the balance between ordinary income and advantages of capital gains. We put this knowledge to work for you in your individual circumstance.
Retirement Accounts
We make sure your IRA accounts are properly designated with beneficiaries to maximize your options. For Company plans, we have the ability to do pooled plans. Larger plans we can offer self directed options allowing each participant the ability to choose a risk tolerance. We work to educate all employees to be prudent investors. We have the ability to manage IRA 401k, Profit Sharing and Defined Benefit plans. We will work with your third party administrator or help you select one if establishing a new plan.
