Unique, durable strategies
for family businesses,
corporations, municipalities,
foundations and endowments


Our independence.
Your advantage.

Our services are designed to cater to your organization’s distinct financial needs. As your trusted financial advocate,

We provide objective investment guidance and conflict-free institutional services in a truly independent manner.

  • Not-For-Profit 
  • High Net Worth
  • Charitable Foundations
  • 401(k) Plans
  • Employer Sponsored Programs
  • Self Employed Retirement Plans

The unbiased financial advice we provide incorporates a wide array of strategies to help you pursue your organization’s most important goals.

Municipal Investment Solutions

Our team is highly skilled in the administration and management of public funds, including:

  • Pension plans
  • Sub accounting services
  • Short term fixed income
  • Capital preservation strategies
  • Cemetery perpetual care funds

Contact us today.
(866) 823-6887