“We Help You Replace Your Current Income In Retirement To Allow You To Live Life Your Way”


Since 1988, I have had the pleasure of helping clients grow their net worth and income through their working years and into retirement.

If you find yourself overwhelmed with where to start and what the best investment process is, we would love the opportunity to provide a solution for you.

As a discretionary portfolio manager, we relieve you of the day to day management of your investments and allow you to focus on your interests. We will sit down with you and create an investment process designed specifically to achieve your goals.

Our expertise is creating personalized balanced investment portfolios using individual securities that grow their cash flow along with fixed income.

Once we sit down and walk you through our investment philosophy and selection process, you will certainly grasp our approach and quickly feel at ease.

With more of us living longer it is so important to start saving for the future as soon as you can. The key to investing is time and the sooner you start, the greater the compounding of your net worth and income will be.

We would love the opportunity to explain our process in a setting that is comfortable for you. To begin the process please send us a note through the “contact us” tab in the top right corner.

Look forward to hearing from you soon.

Jim Seyers

"Do you know the only thing that gives me pleasure? It’s to see my dividends coming in." - John D. Rockefeller

Complimentary Portfolio Review

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Jim Seyers

Senior Portfolio Manager


Recent Posts

Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 | Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Summer Update

Jun 26, 2024 | Jim Seyers

As we head into the long weekend, we would like to wish you a wonderful and happy start to the summer! We hope you can get outdoors...

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