Client Service

We pride ourselves on our long-term trusting relationships with our clients.  We routinely work with their accountants and estate advisors to address their changing needs.  All relationships are private. 

Client investment records are maintained on an advanced portfolio management system providing up-to-date access to account performance, historical activity and tax information. Reports are available upon request.

- Custody of clients’ securities is generally held at Fidelity Investments.
- Minimum relationship - $350,000 investable assets

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