Institutional money manager, who currently manages over $44,500,000 as of December 31, 2009.  This amount is subject to upward or downward revision.

Portfolios, which are personally designed to fit our client's future goals and  risk tolerance levels.

We seek to achieve our clients' investment goals by applying careful analysis, never-ending in depth research combined with patience and discipline.

You have direct access to our portfolio manager, Ronald R. Redfield, CPA/PFS.

We do not sell any financial products. We do not collect any commissions  We are purely independent and solely look to try and help our clients achieve their desired investment goals. We are fee based managers.

We have a documented 12  year track record.

We use sophisticated and extensive investment research.  We have always focused on fundamentals and quality.  We have a well-staffed back office operation. This ensures proper compliance and client support.

We correctly identified the market peak of March 2000. We were one of the rare advisors who avoided technology exposure during 1999 and 2000. This avoidance was due to our perception of severe over-valuation.  We were certainly  appreciated by our clients.

Research materials, documented track record, references and/or examples of actual portfolios are available upon request.

Please email us for a complimentary portfolio analysis