Service
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Sound, strong long-term portfolio
management services |
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Direct access to
your investment decision maker |
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Access to
account information via the internet - optional |
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Stock
reports for equity purchases and sales in your account. |
Professional Qualifications
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We are a Registered Investment
Advisor - you may view our
advisor registration at the Securities and Exchange
Commission web site. |
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Doug Lyon,
has an M.B.A. and is a CFA Charter Holder. |
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Kate Lyon, is a
CERTIFIED FINANCIAL
PLANNER™
professional. |
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We are a member of the CFA Institute. |
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We are a member of the Financial
Planning Association. |
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We carry ERISA
bonding insurance for retirement plans. |
Performance
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Strong
performance |
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Low
volatility |
Lower Fees
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Our fee is small percent of the assets under management.
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You
pay for performance, not trading activity. |
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No custody fees. No wrap fees.
No fund loads. No 12-B1 fees. No report charges. No product
commissions. |
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Fees for trades are assessed by independent low-cost brokers selected by us for superior execution
and price and average less than .1% annually. |
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