JUST ASK

We are a small boutique firm catering to a small group of clients.

You can call us directly at 612-929-7000 and speak with Brenda who is very nice.

We have been in file cabinets in Cleveland and notarized documents on golf courses in California. We have wired money to Jerusalem and worked with CPAs in St Louis.

We have worked with agents at the Treasury and recovered assets from insurance companies.

In short - whatever a client needs - we will get it all the way done.

On the investment side, we only own a small number of securities that we understand.

• Dividend paying ordinary equities
• Individual government bonds
• Corporate bonds of large public companies.
• For smaller accounts, we use low cost ETFs that pay us no commission

We work with many Individual accounts, Joint accounts, IRAs, Roths, Personal Pensions (DB plans), Personal 401k accounts (we don't do group 401k work), Marital Trusts, Education Trusts, Special Needs Trusts.

We have non-US clients in Israel and the UK
In the US we have clients in AZ, CA, GA, MD, MN, NJ, NY