RIA is a newly formed Registered Investment Advisor whose principal has over 33 years investment experience.  Our focus is to bring this experience to our clients as we develop portfolios based on your risk tolerance.
 
Our strategy is simple; to increase wealth hold good securities for a long time.   After tax yield is our yardstick: What you keep is more important than what you earn.  To do this our expertise is in three areas:
 
1.  Cash Management

• Seek the highest yield in Money Market Funds, CP, Variable Rate Demand Notes, and Auction Rate securities.

2.  Portfolio Management and Diversification

• Diversify a portfolio using the best mutual funds and money managers available.  Incorporate the client's current holdings in building their individual investment strategy.