Our expertise. Your way.

Research that makes a difference.

There is a difference between an account and an individual.

We work hard every day to be worthy of your trust

Make your money work as hard as you do.

Change is opportunity.

Informed decisions create financial strategies.

Personal financial strategies that are unique.

Building wealth is simple but not easy.

News

Posted: Mon, Dec 16

Holiday Closures 2013

Our Office closures will be as follows:

Dec 23 - Open

Dec 24 - Open

Dec 25 - CLOSED

Dec 26 - CLOSED

Dec 17 - CLOSED

Dec 30 - Open

Dec 31 - Open...

Posted: Wed, Nov 20

Fernhill's Case-Lot Christmas!

Once again Fernhill is collecting non-perishable food items to donate to the Mustard Seed this Christmas Season.

The Mustard Seed food bank is the largest National Food Sharing System by...

Posted: Wed, Oct 23

A Staff Member Runs the Half Marathon!

On Sunday October 13, 2013 at 7:30am, our very own staff member, Carey Pollock, ran in the Goodlife Half Marathon!  A course that winds through downtown Victoria, Beacon Hill, along Gonzales and...

Posted: Wed, Oct 23

Due Diligence Trip to LA

This past September, David and Deborah attended a due diligence trip to Los Angeles to meet with managers from CI Investments. It was a 2 day trip with approximately 1400 people in attendance. ...

Pages