Brokers:
Brokers entrust us to serve their clients because of our ability to clearly identify ways to generate income. In partnership with brokers, we manage clients’ money while the brokers maintain the relationship with clients. Jim manages individual stocks and bonds—four based on mutual funds and five based on individual stocks and bonds—tailoring portfolios specifically for clients. With 33 years of experience, Jim has an exceptional understanding of the markets and the unique challenges brokers face.
Individuals:
We provide professional guidance for individuals seeking to create financial independence. Jim’s impeccable integrity, attention to detail and deep industry knowledge provide clients valuable opportunities for financial growth. Because of his deep experience in portfolio management, Jim maintains the highest expectations of money management teams that partner with him. We search for solutions to benefit clients, no matter how complicated their situation may be.