America is on the road. But is it on the road to economic recovery or a pandemic relapse? This is not a post-pandemic stage, we are still within the pandemic as the virus continues to…
Mike FrazierJune 26, 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 a week. Nothing should come as a surprise anymore; This is the year 2020. Between the Bolton book leak, the spiking virus cases, 20 Million Americans still unemployed, Juneteenth and the fact that Major…
Mike FrazierJune 19, 2020
The broad based rally ran into a wall Thursday. In just one day, the S&P 500 went from 96% of its constituents above their 50 Day Moving Average to 80%. That is still a large…
Mike FrazierJune 12, 2020
America is on the road. But is it on the road to economic recovery or a pandemic relapse? This is not a post-pandemic stage, we are still within the pandemic as the virus continues to…
Mike FrazierJune 26, 2020
What a week. Nothing should come as a surprise anymore; This is the year 2020. Between the Bolton book leak, the spiking virus cases, 20 Million Americans still unemployed, Juneteenth and the fact that Major…
Mike FrazierJune 19, 2020
