Important News For Our Investment Clients!

Investment management fees have been reduced!

Our strategy has always been to offer better than average value to our clients. Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we will reduce our fee for all clients with $500,000 or more under our care. We are able to do this by continuing to adopt and use new technologies effectively.

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