Firm Type:

Independent, Registered Investment Advisor
SEC Registered, CRD Number 147500

Clients Served:

Individuals, Families, Retirement Plans for Businesses, Endowments and Trusts

Investment Services:

Investment Planning and Implementation Emphasizing Active Asset Management.

Wealth Management Services:

• Trust Services (with or without a Corporate Trustee)
• Financial, Retirement and Estate Planning
• Philanthropic Planning and Implementation

Custodian Relationships:

Charles Schwab Institutional, TD Ameritrade Institutional, Genworth Trust Company,
Charles Schwab Bank Trust

Compensation Type:

Fee Only