Services

Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.

Investment Excellence

Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment. We never invest clients' money on a hunch, and we never blindly follow the lead of others.

The Power of Choice

Selecting a financial advisor is one of the most important decisions that individuals and families will make. If your criteria for choosing an advisor include the highest levels of expertise, independence and integrity, we invite you to learn more about us.

COMPLETE WEALTH MANAGEMENT.

A combination of independence, comprehensive service, and client focus sets us apart.
As an independent Registered Investment Advisor, we provide the best advice for each
client’s specific situation and needs without concerning ourselves with the agenda of
a parent company. We treat our clients as individuals and not numbers.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (208) 597-6004
  • E-Mail:
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Broker Check

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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