The trust our clients place in our ﬁrm’s management of their assets carries with it specific responsibilities. Over the last three decades, our clients have relied upon our guidance to manage assets now approaching half a billion dollars.
We consistently strive for superior performance working with high quality investment securities and a disciplined strategy based upon sound investment principles.
Our disciplined and conservative approach to investing has rewarded us, we believe, with a remarkable degree of loyalty from our clients. We will always endeavor to earn the conﬁdence of those who have entrusted their investment assets to our care.
The following organizations regulate or provide reporting for investment professionals or businesses. These agencies do not recommend or endorse the use of any individual or ﬁrm, but they provide regulatory, legal, historical, credit, or general reference information on individuals and ﬁrms.
Check the background of this firm on FINRA’s BrokerCheck. (U.S. Securities and Exchange Commission website)
U.S. Securities & Exchange Commission (SEC)
450 FIFTH STREET N.W.
WASHINGTON, D.C. 20549
Better Business Bureau
500 WEST FIFTH STREET
WINSTON-SALEM, N.C. 27101
(336) 725-8348, (800) 777-8348
Dun & Bradstreet
899 EATON AVENUE
BETHLEHEM, PA. 18025-9922
(D & B has a charge for their service)