We focus our fact finding on an individual’s risk tolerance level, time frame, previous investment experience, age, income, etc. We provide ongoing advice and counsel regarding your portfolio which includes fine tuning your assets under management in an attempt to help maintain maximum performance within your individual risk profile.

What this means to you is that we can and do offer a variety of products and services on a fee only basis.  Many of our clients prefer this fee-based service rather than paying us via commissions. 

Our Investment Advisor Representatives specialize in:

• Investment portfolio design
• Customized investment solutions
• A comprehensive investment strategy to help you reach your financial goals

Our Investment Advisor Representatives also offer a wide range of investment products.  They are diligent in discerning your financial objectives which results in a proper mix of products which are best suited to your changing needs.

Walnut Street Securities is the broker-dealer.