Wise Enough to Think Differently
Committed personal portfolio guidance for preservation and growth
Hyper-personal Portfolio Management
Built around you, your objectives, and dreams. It's unique to you, there's no template or formula.
Strategies integrate both measurable and intangible goals.
We support individual and shared portfolios
Portfolios evolve to accommodate your changing needs and life events
Portfolios Designed to Weather Life's Surprises
Master-plan strategies are balanced, first with portfolio preservation, then with responsible growth.
Methodical compounding relies on mitigating portfolio risks. That’s where we come in
Guidance and Services Based on Decades of Experience
Our long-term results and client relationships have driven their enduring success, and ours too.
Practical, careful, and opportunistic
Many clients have trusted us for over 30 years
Woman Founded in 1989
Highly Personalized Attention
Independent Thinking
We think differently
We’re contrarian thinkers and happily work with clients who are also
Our mix of clients are as different as they are remarkable and we honor that in everything we do.
We love the diversity of our long-time clients, and newer ones too
Building strong relationships...
We proudly serve all types of families and households
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
Comprehensive asset management services...
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
We keep in touch with our clients...
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
We quarterback communication...
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
-
Lorem ipsum dolor sit amet
Top Portfolio Risks
1.
Portfolio Risk Taking Doesn’t Match Investment Objectives
2.
Spending Not Accounted For
3.
Not Taking Enough Risk
The Team
I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy.
Georgia Bennicas
I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy. I'm a paragraph. Click here to add your own text and edit me. It's easy.
Michael S. Dunn
Our Thoughts on Important Topics
