Keeping you informed and in the loop

We believe it is not only important that we get to know you as a person and an investor, but that you get to know us. So we keep you abreast of news about our team and firm, plus events we host that you and your family, of course, are always invited to attend.

Market commentary

Events

Sharing knowledge and experiences

We believe in the value of education and how it can help you grow as an investor. These workshops give us an opportunity to share our knowledge – and to visit with you again. We hope you can join us for one or all of our upcoming events.

Bookmark this page and check back often to learn about these events, including community involvement and continuing education. Or feel free to contact us for more information.