We are investment managers. We build & manage investments that operate like endowments. We emphasize investments that pay regular, predictable, & increasing income in addition to generating capital appreciation & gains. We invest in Stocks, Bonds & other publicly traded securities. We are a “fee-only” firm & do not charge commissions. Our principal investment managers are a Father-Son team with combined 50 plus years’ investment experience.
Our company is a registered investment advisor. We specialize in building and managing INCOME WITH GROWTH investment accounts for a select number of clients seeking regular income in addition to capital appreciation.