History
We started this firm this year to fill a niche we saw in the market - that is, a lack of choice for people who wish to have a professional investment manager provide high quality personal service at a reasonable fee.
Specialties
Asset allocation personalized for each client. Index approach to portfolio construction to provide maximum diversification. High quality personal service. Very competitive management fee and low overall fee drag. We take the time to get to know you and to design an investment solution appropriate for your risk tolerance, time horizon, goals and tax sensitivity. Licensed in North Carolina.