How We Serve You
Tactical Asset Allocation
Using a disciplined and methodical approach, we continually scan the market to find high-odd opportunities to enhance the more aggressive portion of your total portfolio.
Strategic Portfolio Management
We can develop a comprehensive portfolio that helps you reach your long-term goals while adjusting to an ever-changing market environment.
Fee Only, Fiduciary Advice
Of about 310K financial advisors in the US, less than 10% are legally obligated to put YOUR interests FIRST at all times on all of your accounts.
James Koford, CFP®