Our Team is Your Team
Working together as a team is important. Each member of our team specializes in an area of discipline: portfolio management, closed-end funds, fixed income, mutual funds management, and trading/options. We are a diverse group. Our education, diversity, experience and culture are our strengths as we come together with a sincerity of purpose: to build a secure plan for your future and that of your family. Each of us has a distinct role in developing your investment plan. We are a well-defined team with well-defined goals.