What services does your business offer and what makes your business stand out from the competition?
Based in Cleveland, Ohio since 1975, we are a second-generation owned and operated asset management firm known best for extraordinary customer service, a quality investment process and a solid track record for performance.

What was the inspiration to start or run this business?
The firm’s owners have run our company for almost 40 years.

What do you love most about your job?
We manage discretionary accounts for a fee based on portfolio market values for Individuals/Retirement Accounts, Charitable Groups, Institutions and Trusts.

What is the best reaction you've ever gotten from a customer?
A solid track record for performance.