Are We Right For You?
There are six of us and a dog. We have two Registered Investment Advisors - Brent Forrest and Cilla McKinley - and a support staff of four. We provide highly, personalized service to a limited number of financially stable and conservative investors.
Our clients have neither the time, the temperament, nor the desire to manage their own portfolios. They want someone they can trust to handle the details, but they do expect thorough and clear communication about what they own and why they own it.
We know that entrusting someone with your money is difficult. We only enter relationships that we believe to be a fit for both parties.
Most of our clients fall into one of three categories:
Individuals and couples who need income from their investments and want to make sure they do not outlive their money. Some want to "live well and die broke". Others wish to leave a legacy for their children or charity.
Those still working
Professionals in their prime earning years who are investing to help secure financial independence. They seek to grow wealth...tax efficiently.
Women on their own
Whether widowed, divorced, or never married, women find us easy and respectful to work with. We help them to lead independent financial lives.
“I could hardly have imagined finding someone so like-minded an investment advisor as Cilla McKinley. Our philosophies regarding money are so harmonious, we are virtually interchangeable - two advisors serving one client family.” - Brent Forrest