Retirement & Wealth Building
We are here to serve all different needs from retirement income to wealth building.
Investing your money can be rewarding, but it can also be a complex, time-consuming process. Today there are over 10,000 stocks and mutual funds from which to choose. What looks good today might not look good tomorrow. Based on the NYSE index data, the mean duration of holding period by US investors was around 7 years in 1940. This stayed the same for the next 35 years. The average holding period had fallen to under 2 years by the time of the 1987 crash. By the turn of the century it had fallen to below one year. It was around 7 months by 2007. Online trading has redefined long-term investing to mean the day after tomorrow! If you have money that may be needed within a short time frame, short-term investments may be best suited for these dollars.
No Minimum To Start
We do not have a capital minimum for you to start working with us. From when we first opened the doors, our business has been structured around helping anyone who honestly needs help, and who we feel we can be of service to.
Lets work together
From over 65 years of combined investing experience we have come to realize that managing your own money can leave emotions in the the world of finance which can lead to dismay. As long time students of the markets, we tend to leave emotions out of the equation and stick with the facts of the market.
If you invest your money on your own, we do provide investment advice for your current self managed portfolios. Perhaps you are someone who enjoys doing their own finances but still would like a professional to give you a thumbs up and let you know if you are on the right path. We can assist you with a portfolio examination. (Fees vary per advisor)
All indices are unmanaged and may not be invested into directly.