Managed Advisory Services and Portfolios

We manage customized portfolios based on your expressed investment objectives and risk tolerance. In addition to these options, we also work with a wide variety of professional investment managers that offer strategic portfolios based upon your desired goals.

In servicing your needs, we utilize independent third-party custodians including, but not limited to, Fidelity Investments, National Financial Services, Charles Schwab, Community National Bank, and First Trust Retirement Services.

In helping you manage your savings, whether that be retirement or non-qualified funds, we will help you to utilize the investment managers, mutual funds, ETFs, and cash instruments that best suit your needs.