2020:
Nick Defenthaler becomes partner
Peggy Hall-Davenport successfully retires at year-end
Navigated volatile financial markets through COVID-19 pandemic focusing on diversified portfolio construction with suitable asset allocations, as we continue to strive for client satisfaction and growth of our client base.
Keep in mind that investing always involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against a loss.