We manage assets in the following types of accounts:

  1. Individual accounts, Regular & IRA
  2. Company Cash accounts, Retirement accounts
  3. Trust accounts
  4. Endowments
  5. Foundations


All accounts are Separately Managed Account, held with the investor’s chosen broker, in most cases. The client and manager discuss the investment goals and a custom portfolio is constructed based upon the investment objectives of the client. The SMA account is owned and controlled by the client. It can be an existing account that the client has with their own broker. Alternatively we can help set up a new account with a major brokerage. The portfolio manager (us) is given trading authority to manage the portfolio.