This was another record week. Stocks had one of the best weeks in history. The Stock Market saw the best three-day bounce since the Great Depression. Of course, it followed one of the worst. That's…
Mike FrazierMarch 27, 2020
Our brand stands for service and we are built to last.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
How can we help you today?
WHAT WE DO
Investing is a journey.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
OUR WEEKLY MARKET UPDATES
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
What's going on in the world... Market opens in the green following the largest point gain on the Dow in history and a wild overnight session. There was a 100 point swing overnight on S&P…
Mike FrazierMarch 25, 2020
Market set for higher open to start the new week as the Federal Reserve uses unprecedented tools to combat the economic crisis triggered by the virus. Stocks reversed course overnight after initially hitting limit-down. This…
Mike FrazierMarch 23, 2020
This was another record week. Stocks had one of the best weeks in history. The Stock Market saw the best three-day bounce since the Great Depression. Of course, it followed one of the worst. That's…
Mike FrazierMarch 27, 2020
What's going on in the world... Market opens in the green following the largest point gain on the Dow in history and a wild overnight session. There was a 100 point swing overnight on S&P…
Mike FrazierMarch 25, 2020
