Power Investing

The firm provides discretionary investment management and comprehensive financial planning to individuals, families and small businesses, trading a broad set of securities that includes stocks, bonds, ETFs, mutual funds, REITs, options, futures and commodities. It also offers tax preparation and representation through an in-house Enrolled Agent practice and provides planning across retirement, estate, insurance, tax and small-business matters.

Investment decisions are driven by fundamental analysis and an emphasis on broad diversification, with Exchange Traded Funds used as core holdings and selective individual securities for clients seeking higher appreciation potential. Portfolios are managed on a discretionary basis with quarterly reviews, written reporting, and a preference for limiting frequent trading to control client costs.

Notable differences from many peers include the firm’s custody arrangement — it is authorized to deduct quarterly fees directly from client accounts and relies on custodian statements rather than a surprise-examination process — and the integration of in-house tax services, which consume a meaningful portion of advisor time. The firm manages roughly $42 million across about 40 clients, tending to attract households with around $500,000 or more despite having no formal minimum, and offers access to a wider array of instruments than is typical for firms of comparable size.