Set it and forget it. It's your money. We just look after it.
- 1 hr1 hour
- .25% per quarter.25% per quarter
- Online Session
Full-service portfolio management and reporting. We help you construct a portfolio or group of portfolios to meet your various financial goals and investment horizons. Whether it be saving for retirement, a new home, an emergency fund or an education, we'll select and monitor your investments using our proprietary quantitative methods and genuine concern for your wellbeing.
Lincoln House 113 Woodbury Road, Washington, CT, USA