What We Do

We create customized portfolios to address each investors individual income needs and investment goals. I never offer a “one size fits all” approach for your income needs that has become so common in the advisory business. You portfolio will reflect your needs, values and risk tolerance and no two portfolios will be the same.

While most advisors charge a fee and simply relegate their clients’ fixed income needs to mutual funds or money managers, we actively manage each portfolio by analyzing and selecting specific securities that help meet your unique income needs.

We constantly monitor the markets to exploit the pricing inefficiencies inherent in the bond market. We focus on the highest yielding sectors and utilize complex securities that are generally reserved for large institutional investors. We view the bond market opportunistically and shift sectors, maturities and risk profiles based on current economic and bond market conditions.

As a fee based fiduciary, our clients pay a flat fee and are never charged commissions or hidden ticket charges. This means our economic interest are aligned with our clients and there is is not a conflict of interest inherent in the standard brokerage model.