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.