Investment counsel provides an investor with expert, unbiased and continuous supervision and management of marketable securities. An investment counselor does not maintain a securities inventory of his own, does not derive income from securities transactions, and does not act in any way that might prejudice the rendering of impartial advice.

An investment counselor’s aim is to determine, and to the extent possible, satisfy the individual objectives – both immediate and future – of its clients. Inasmuch as the satisfaction of immediate objectives can sometimes imperil future goals, the counselor must establish and maintain a close and harmonious working relationship with the client in order to be able to resolve any such challenge that might arise.

We have frequent meetings and telephone conversations with our clients to discuss their personal financial goals, to review or formulate investment objectives and to weigh investment alternatives.

We are very diligent to protect the privacy of our clients and have safeguards in place to ensure that their personal and financial circumstances are not divulged.