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Investment Management

We specialize in building and managing specific portfolios based on your individual objectives. Our portfolios are generally comprised of mutual funds and ETF’s that are actively managed to maximize investor value.

  • Stocks & Bonds
  • Mutual Funds & ETFs
  • UTMA/UGMA & 529 Accounts
  • Traditional & Roth IRAs
  • 401k Plans
  • Brokerage Accounts
  • Certificates of Deposit
  • Government Securities
  • Municipal Bonds
  • Variable Annuities
  • Fixed/Indexed Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 701-314-1166