Services Our firm provides investment portfolio management. See below for a detailed description of our investment portfolio strategy. We have associated our firm with a commercial real estate investment firm, Evergreen Investment Corporation, to offer all aspects for your investment plan. In addition, we prepare annual tax returns for our clients when requested. We are your comprehensive advisory firm, whether you're looking for securities or real estate investments. Most importantly, we value our clients and hope to build a long term relationship. We enjoy the opportunity to answer questions and find solutions as we get to know each client better over the years. Please take a moment to explore our site and learn more about our firm. We invite you to conact us with any questions.

Investment Portfolio Strategy Our firm adheres to both a fundamental and technical approach to investing. We screen companies for fundamental strength, especially in the areas of sales growth and earnings per share (EPS) growth over the past three years. We then select companies based on those fundamentals to watch for technical breakouts. When a company breaks out of it's chart pattern we buy the company. It is not uncommon for us to have a money market position while we wait for the next trading opportunity. We believe this focused stock picking approach results in the highest opportunity for portfolio growth while mitigating risk. For our more conservative portfolios, we offer a wide range of solutions, including fixed income, annuities, and mutual funds. Our client's accounts are held at TD Ameritrade, where we have discretionary trading authority. An annual management fee is charged for our services, not trading commissions based on activity in the account. We believe this fee arrangement best places our incentives in line with the client's goals.