• Define investment objectives
• Confidentially manage each portfolio according to specific
client guidelines
• Document every investment transaction
• Abide by the Code of Ethics and the Standards of Professional
Conduct issued by the Institute of Chartered Financial Analysts
• Meet clients upon request
• Charge no termination fees
• Publish quarterly newsletter

Types of accounts

• Individual
• Corporate
• Trust
• Estate
• Endowment
• Foundation
• Retirement