office: (941) 445-2001


Dialogue with Your Portfolio Manager

When you dial your phone, you are talking to the person that is managing your money.  When you have a question - we answer it "one on one."

Quarterly Investment Statement with Performance Calculation

We want you to know exactly how your portfolio is performing.  Our statements provide more than a list of stock and bond holdings, we include a total return calculation that enables you to know exactly how your portfolio is doing.

Market Outlook Comment

Every quarter, we provide a short commentary that includes macro and micro developments that influence how we are shaping your portfolio for the next eighteen months.

Quarterly Client Meetings

In good times and bad times, speaking or meeting with your portfolio manager is a necessary step.

Market Outlook Report