Our Services


Would you like a second opinion on
your investment portfolio?


Investment Management

  • Custom Designed Portfolios

    Portfolios custom built to your unique situation. Your risk tolerance, time horizon, withdrawal expectations and more shape the investment strategy recommended. Learn more
  • Concentrated Stock Strategies

    Designed to generate monthly cash flow while reducing risk in your portfolio. Learn more
  • CD/Bond/Cash Replacement Strategies

    You don’t have to earn less than 1% on your cash? Did you know that you can earn a higher rate with minimal downside risk? How can you protect your bond portfolio if interest rates rise? Learn more
  • Social Responsible Investing

    Does your investment portfolios (IRAs included) reflect your social and environmental concerns? Learn more

About the Firm

Michael Lally
With over 20 years of Financial Services Industry experience, Michael brings his wealth of knowledge to his practice.  He has managed and worked within several different areas within the investment community including Institutional managed account platforms, mutual funds, annuities, and life insurance.  Learn More >