Call us 443.870.3408

Our Focus

We offer balanced equity and fixed-income portfolio management. We create and maintain treasure chests of Exceptional Company Securities.

Although we are able to provide discretionary decision making, we prefer to offer our services on a non-discretionary basis, i.e. we make recommendations to clients who endorse or reject our offerings in order to strengthen our relationships (and lessen our legal liabilities).

Schedule Your Free Consultation Today!  (443) 870-3408

Please review our client contract and our ADV, Part II for more information.

Download Client Contract

Download ADV Part II