Jay has refined a unique process, focusing on external management selection, discretionary portfolio management and asset allocation. A disciplined process helps to focus clients’ unique portfolios.
Creating a wealth portrait is a long-term commitment made to clients. Diane is dedicated to creating and monitoring the evolution of client’s milestones and life goals.
Robert (Robbie) Nash, MBA Investment Advisor
Robbie has more than 45 years of market experience which provides valued insight to clients and the team. Stock selection, asset allocation and client relationships are a main focus.Gayle Wilkie, BA Investment Associate
Gayle’s organizational skills and attention to detail ensure that documents are kept up to date, trades are accurate, and money is sent and received to accounts properly.