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Investment Management, Brokerage Services & Mutual Funds

We offer separately managed fee based accounts for clients desiring the liquidity, flexibility, and customization associated with an individually managed portfolio. All managed accounts are tailored to reflect individual client core values and investment objectives, using proven methods to help clients reach optimal results. Aggregate account size minimum: $100,000.

Occasionally investing funds directly at a mutual fund company may make the most sense. With our expertise in which funds meet both an individual's tolerance for risk and your ethical values, we can help you select mutual funds that match your financial and stewardship concerns.