Bob and Ted carefully follow the markets and are constantly evaluating the risk-return characteristics of various investments for client portfolios. We are an independent investment firm managing client portfolios to address their needs.
We work with our clients’ tax, insurance, and estate planning professionals to coordinate broader financial strategies.
Please see us at our Connecticut office located at 157 Church Street 19th Floor, New Haven, CT 06510, Mon-Fri: 9:15 AM - 6:15 PM.
