Firm Brochure & Brochure Supplement

6We allocate your investments mostly among Vanguard, Fidelity and Exchange Traded Funds, but keep rebalancing and moving them around.  If you have a preference for additional individual stocks in your portfolio, we will give them consideration.

Brochure: 2011-09-03 ADV Part 2A 2B

Investment Adviser Public Disclosure

Your Rights as a Taxpayer – The Taxpayer Bill of Rights

 

 

 

 

You work hard for your money.  We’ll work hard to protect it.

Comments are closed.