We are a full-service brokerage firm offering investment services
and wealth management for a diverse client base.
As an independent family owned firm since 1963, we have been
able to provide unbiased investment services to suit each client's
Ethics, honesty and personalized service are the hallmark of our
company. As a smaller firm, we are better able to know our clients
and provide the individualized attention needed to obtain long
term investment objectives.
Clearing services are provided on a fully disclosed basis through
Pershing LLC, a division of The Bank of New York Mellon.
Pershing LLC, is one of Wall Street's largest clearing firms offering
the latest technology and trading facilities.
We are a member of the Financial Industry Regulatory
Authority, Inc. (FINRA-http://www.finra.org/), and
the Securities Investor Protection Corporation
(SIPC-http://www.sipc.org/).
PROFESSIONAL PORTFOLIO MANAGEMENTHonesty Integrity Experience Trust