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Investment Advisory

In our role as investment advisors, we provide investment counsel based on analysis of both our clients and their current investments. We provide access to cutting-edge investment solutions that we develop and manage internally, led by our Chief Investment Officer Dr. Garrett Smith. The list below represents some of the products and services we make available to our clients; it is in no way the entire scope of our offerings. Please reach out for more information on our full suite of investment advisory services and get to know us.

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities