INVESTMENT SERVICES

We offer a variety of account options, both commission-based and fee-based, that are suitable for clients seeking a contrarian, value-based, intermediate to long-term approach that is responsive to macro/global events and trends. Our investment services include portfolios that are suitable for a range of investment objectives.

We offer our clients full transparency with their portfolio holdings, and exposure to asset classes that some other brokerage firms shy away from, such as energy and precious metals.

In sum, we are a highly-specialized boutique operation that develops personal relationships with our clients so we can find the right investments for their goals. Because our firm’s size is small, we are able to provide our clients with individual attention and respond quickly to their needs.