Our Services

Our available services vary with each client situation.

Investment Advice

Jay has been talking to clients about investments for more than 20 years. Over time he’s seen the industry go from a commission-based, mutual fund world to what has become a fee-based, private pool or managed money era. The experience of having gone through the tech bubble, recessions, credit crisis, oil booms, etc. helps us provide sound advice through both good and bad markets.