Who We Are
With more than $130 million assets under management, we are a close-knit, family business reaching the global markets from Ona, West Virginia – our hometown.
What We Do
We develop and maintain competitive investment portfolios for all types of clients – no matter the need and tailored specifically for you.
What We Believe
Our strategies are created for consistent, year-after-year returns with the hands-on service expected of a local, independent firm.
2550 Old US Route 60
Ona, WV 25545
P#: (304) 743-2111
Monday-Friday: 8:30 a.m.- 4:30 p.m.