Portfolio Management Services

We accept a limited number of new clients each year. The minimum account size for portfolio management is $500,000. We take pride in the reputation for quality and reliability we have established and feel our clients would validate this claim.

We offer management for all account types including: IRA's, IRA Rollovers, Individual, Joint, Trusts, Pensions, Endowments and others. (Portfolio management offered through LPL Financial.)

Accounts are managed using quantitative modeling employed on a discretionary basis. Portfolio options include diversified models with objectives ranging from conservative income through pure growth

GWMG – Genesis Portfolio Model (Objective: Capital Preservation and Sector-Specific Growth)
GWMG - ETF Model (Objective: Capital Preservation and Growth)
Custom Models (Objective: Custom Built / Client Defined)**

 **Available for accounts in excess of $3,000,000

There is no guarantee any investment objective will be met. Investing involves risk including possible loss of principal.