The Enterprise Program is designed to produce higher after-tax returns for taxable investors. Client portfolios are custom designed to meet specific investment objectives. Our goal is to maximize investment returns at a reasonable level of risk while minimizing taxes. As independent investment advisors, we can objectively choose from thousands of individual stocks based solely on merit. Our size permits us to move into and out of smaller, more exciting companies without the liquidity limitations faced by major mutual funds or large institutional portfolio managers. Since we determine our fee solely on the value of a client’s portfolio, their success becomes the firm’s success. If you are an investor with $250,000 to invest, contact us for more information.

The Wealth Maintenance Program is designed to help high net worth investors protect principal and maintain their wealth by utilizing a diversified portfolio of fixed income securities. Our experienced portfolio managers work to bring all the necessary components together for an optimal portfolio based upon individual needs.  With an investment style focused on capital preservation and reasonable income production, the Wealth Maintenance program, as part of a diversified investment portfolio, offers one of the best ways to ensure a secure financial future for you and your family. If you are an investor with $250,000 to invest, contact us for more information.

Benefits for our High Net Worth Clients:

• Unique portfolio for each client
• Long-term plan to build wealth while meeting income needs
• Demonstrated higher after-tax returns
• Sensitivity to changing financial circumstances
• Third-party broker and custodian to maintain transparency
• Duplicate accounting to ensure accuracy
• Low transaction costs
• Reasonable fees based on assets under management