Book A Free Portfolio Review
If you want clearer direction on your investments, we’ll review what you own, how it’s positioned, and where you may have unnecessary risk or complexity.
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We Do Our Best Work With Clients Who...
Have a Long-Term Mindset
You’re focused on steady decision-making and compounding over time—not short-term predictions.
Value Real Investment Management
You value an investor managing your portfolio in-house, with thoughtful oversight and direct access.
Want Straight Answers And Simple Decisions
You want to feel confident in what you own, why it’s there, and what the plan is—without all the confusion.
Our Approach For Working Together
A disciplined investment strategy doesn’t need to feel complicated. We keep things simple, structured, and focused on your objectives.
Intro & Account Review
A quick intro call to see if we’re a good fit.
If helpful, we'll review your current investments and share our honest perspective on what we see.
The Discovery Meeting
A focused conversation to understand you and the broader financial picture behind your investments.
This helps us build a portfolio that fits your objectives and risk comfort.
Portfolio Plan & Onboarding
We design your portfolio to fit your needs and write an investment policy statement detailing how we will invest for you.
After reviewing the plan together, we'll handle account setup, transfers, and implementation.
Ongoing Management
We actively manage your portfolio, evaluating you holdings and allocation and making adjustments when needed.
You'll receive regular updates, proactive communication, and at least an annual review to ensure everything still fits.
Ready To Take The First Step?
Whether you need help with one account or a full investment program, we’ll start with a quick conversation to see if we’re a good fit.
Our FAQs
We’ve answered a few common questions below to help you understand how we work. If you’d like to talk through your situation, just reach out—our team is easy to connect with.
What services do you offer?
We provide investment management aligned with each client’s goals and circumstances. This includes in-house actively-managed equity strategies, individual bond portfolios, and diversified investment programs using ETFs and/or individual securities.
How do you get paid?
We are a fee-only investment adviser. Clients pay an advisory fee based on the assets we manage, billed quarterly in arrears. We do not receive commissions from investment products.
How are you different from other advisors?
We’re investors first. We build and manage portfolios in-house, with a focus on disciplined investment management for clients of all sizes.
Where are my investments held?
Your account will be held at our custodian, Charles Schwab, in an account under your name. Your account remains in your name at all times—we're simply authorized to manage the portfolio on your behalf (and deduct our management fee each quarter).
I already have an advisor or manager. Can you still help?
Absolutely. Many of our clients come to us for a second opinion or to manage a portion of their account in one of our actively-managed equity strategies. In our intro meeting, we'll review your financial situation and share our honest assessment of how you're invested. Then, you can decide if a change makes sense.
What if my needs change, and how often will we review things?
Your plan can evolve, and we’ll adjust the portfolio as your needs change. We typically meet annually (often, in person) and offer a mid-year portfolio review as well. Our team is available directly by phone, email, or Zoom whenever you need us.
Who will I be working with?
We're a small team based in Harrisburg, PA. You'll know who's managing your money and have direct access to all of us by phone, email, or Zoom. We manage the investments in-house — no outsourcing, no hand-offs, no relationship managers.
What should I bring to my first meeting?
A recent account statement and a short list of what you'd like help with — your goals, concerns, and any questions on your mind.
Book Your Free Portfolio Review
We’ll start by learning your goals and making sure it’s a good fit—then we’ll walk you through what a better strategy could look like.
Let's Start The Conversation
We'll take a look at your current investments, share what we see, and talk through whether we can help—starting with just a simple, hassle-free conversation.
We'll keep the conversation relaxed and pressure-free.
