What Clients Say

"Your continuous supply of timely information, solid counsel, and unwavering efforts to help me reach my financial goals help me to meet the challenges head on. You have taken the time to understand my tolerance for risk, my ability to take on new investments, and my long term goals, but most important, you have taken the time to get to know me."

- Judy, Retired

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"I appreciate Mike's candour and integrity. His style is pragmatic. I enjoy working with him and the results have exceeded plan. He knows a lot but is not afraid to get the right answer. It's easy to recommend him and his team to friends and colleagues."

- Doug, Senior Management, Energy

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"Your ability to understand our needs and make the future plan adjustments to the markets is very much appreciated. We will continue on with you with (all) our investments as we feel we have an excellent team which understands our needs, matching them with the markets to maximize our investments and minimizing the risk."

- Charles, Energy Executive