Full-Service Financial Firm
We’re a full-service financial firm. Our advisors offer full-service investments products such as asset management services, portfolio construction, and retirement fund oversight – purchasing and selling products including certificates of deposit, individual stocks and bonds, index funds, and mutual funds.
Our three primary vendors – American Funds, Vanguard, and Fidelity – are three of the largest asset managers in the industry with excellent reputations and distinguished histories each.
For 89 years, Capital Research and Management Company (CRMC) has managed the American Funds family of mutual funds and serves as strategist to the American Funds model portfolios. With 17 objective-based portfolios to choose from, American Funds has a model to match a client’s goals. Our global presence, in-depth research, low internal expenses, exceptional manager experience and attention to risk has been key to our success in delivering superior long-term results.
The Vanguard Group is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial professionals build their practices and serve their clients. Vanguard manages trillions in U.S. fund assets, including a full range of low-cost exchange-traded funds (ETFs) and mutual funds.
Fidelity Institutional is a division of Fidelity Investments which offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to financial intermediary firms and institutions. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
2550 Old US Route 60
Ona, WV 25545
P#: (304) 743-2111
Monday-Friday: 8:30 a.m.- 4:30 p.m.
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