Why Us

Our clients recognize the benefits of working with us and choose us for several important reasons.

We Will Not Compromise Our Integrity

Our solid reputation among clients, other professionals, and in our community was built over many years. We work hard to make sure it is not tarnished.

We Know Investments

Our industry experience in making investment decisions spans more than 35 years and includes equity analysis at a premier Wall Street firm and portfolio management for institutional clients.

We completed rigorous academic Graduate and Undergraduate degrees with an emphasis on Investments and continued advanced training that resulted in receiving certifications as a Chartered Financial Analyst^® and a Retirement Income Certified Professional^®.

We continue to voluntarily complete CFA Institute programs annually to enhance our investment knowledge and skills.

You Save Money

You keep more of your money because our management fees are well below the industry average and are structured so our success is tied to your success.

You Work With The Owner

Frank Smith, the founder, and owner of the business, will manage your portfolio and be your primary contact for issues related to your investments. He will use his experience of managing more than $1 billion dollars in investment assets for more than 1,000 clients to your advantage.

We Are Award-Winning

We’ve been recognized as a leading advisor in the region by seven independent organizations.

We Create Custom Portfolios

Your portfolio will reflect your unique set of goals, risks, and time horizon.

You Receive Personal Attention

You can expect to receive personal, written portfolio updates from us. Telephone calls and meetings are encouraged.