We have achieved our geographic presence by providing outstanding client service, superior returns, and meaningful concise portfolio reports. Approximately sixty percent of our clients are physicians, chiefly ophthalmologists, radiologists, and orthopedists. One of the most unique characteristics of our firm is our commitment to excellence, which is exemplified by our performance warranty. The links below further explain our warranty, fee schedule, and past performance. PerformanceWarranty Details of our performance warranty.
Performance View our performance statistics.
Fee Schedule Read about our fee schedule. Fred has been a registered investment advisor for twelve years. In Medical Economics' 1998-99 portfolio challenge, Fred's model portfolio achieved the highest rate of return ever for their portfolio challenge. Prior to his success in money management, Fred's pioneering tax reform work precipitated pension reform for professional corporations over thirty years ago. He was instrumental in establishing many of the first professional corporations in Colorado and Wyoming in the late 60's and early 70's.