Our services

Our services  

Diversification is at its core a defensive strategy: we use it to manage risk. Long term, however, you can't grow by hedging your bets. Eventually, you have to commit to an offensive strategy.

Our goal-oriented investment strategies help our clients achieve financial independence. We believe that long-term relationships are only built on the trust we earn through integrity, hard work and service. We strive to add value by helping each client establish realistic and achievable financial goals. We then design and implement a detailed investment plan customized to meet our clients’ specific needs both now and in the future.

Using customized investment strategies and "outside the box" thinking have helped make us a successful and highly-respected team.

•    Our ideas differ from what you have come to expect from other advisors.
•    We don't believe in "buy and ignore" strategies or chasing investment returns.
•    Our primary goal is preserving and growing clients' assets in all economic conditions.
•    We make it our business to provide personalized service and to know what matters to you.

Contact Glenn Schaefer for a professional no obligation second opinion on your investment portfolio or to discuss his unique investment process.