Our Services

We focus on helping clients choose the right mix of equity and fixed income (stock and bond) securities designed to meet their needs for the accumulation of wealth and for income. We work closely with clients to understand their objectives and tolerance for risk. Then we discuss the individual securities that might make a good addition to an investment portfolio, along with whether the client is buying to hold for the long term, to trade when profit opportunities occur, or to adjust the portfolio to limit potential losses when prices goes down.

Our personal experience, close attention to the markets and access to D.A. Davidson and third-party research help us provide timely and informed guidance on investments that target long-term goals designed to achieve financial success.