Consulting

One of the benefits of being an investment manager is that we are constantly analyzing companies as potential investments for our clients. Through this analysis, we often learn what makes great companies great.

We offer consulting services in the following areas:

Medical & Dental Practices, and Small Businesses:

• retirement plan analysis and setup
• financial analysis and profitability review
• management analysis and review

Non-Profit Organizations and Churches

• financial systems setup
• financial management review
• financial management training for board members and staff
• investment policy statement development and review