Investment Consulting
Our single-minded focus is on preservation of capital and provision of income requirements. We value our clients’ long-term financial goals and work diligently to develop detailed investment strategies suited to each individual client. Our extensive experience and access to resources help us assist clients in maximizing their assets and enjoying the future they’ve envisioned.
Advanced Planning
When it comes to planning your financial future, we want our clients to enjoy an absolute sense of security in their plan. We work closely with your selected team of highly trained professionals, including CPAs, estate attorneys and insurance specialists, to help guide decisions that impact wealth enhancement and protection, wealth transfer and charitable giving.
Relationship Management
We strive to set clear expectations for the client experience with an emphasis on communication standards. Communication is an essential element of our formula, and we pride ourselves in our ability to consistently work with your other professional advisors to provide you with the most up-to-date financial advice.

Research

 


Our research focuses on the “when” and “what” to provide customers with exceptional groundwork for all wealth management needs. Our access to Lowry Research* – dubbed the “Rolls Royce of timing services” by Money magazine – provides daily insight into optimal investment timing. Our market scoreboard bases investment recommendations on Dorsey, Wright & Associates’ Dynamic Asset Level Investing Tool**. Together, these resources allow us to provide the most sound, up-to-date investment guidance possible.

 

*Lowry Research Corporation was founded in 1938 to provide analysts and investment professionals with an unbiased, factual analysis of the stock market. **Dorsey, Wright & Associates (DWA) is a registered investment advisory firm based in Richmond, Virginia. Founded in 1987, Dorsey Wright provides these services for clients: comprehensive investment research and analysis, professional money management for financial advisors and individuals, and model and index licensing services to various mutual fund providers, ETF sponsors, UITs, and structured products.