We are a boutique registered investment advisory (RIA) firm, serving our clients with a transparent and utmost financial services experience. Our firm applies a fundamental, bottom-up, approach to all of its investment strategies. With preservation of capital as the cornerstone of the firm's philosophy, our disciplined process is based on continuous daily analysis of current market conditions, designed to achieve the greatest potential return with lower possible risk to our investors. We Offer: - Individually Managed Equity Accounts - Hedge Funds & Alternative Investments - Financial Planning - Tax Planning (tax strategies & tax loss harvesting) - Estate Planning (Planning services are provided by our experienced CFP Attorneys)