RIA is a 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 common sense approach, depth of experience and personal focus provides a unique combination to our clients. We offer a wide range of financial services specifically tailored to each client.

Our strategy is to purchase high quality fixed income securities at beneficial prices. The firm transacts annually with over 30 Investment Banks from the regional boutiques to the Multi Nationals. These relationships give us access to bonds not available to most RIAs. Additionally, we purchase bonds in smaller quantities than larger funds affording us a competitive advantage.

What differentiates us is our focus on bringing institutional pricing to the retail investor. By interacting with multiple banks across all product lines we develop a clear understanding of where value resides and pursue those investments.