Nationwide (866) 617-2900

Quick facts

CEFEX Excellence

Client Experience

  • Focused individual client analysis
  • A team who knows and stays with you
  • Close personal relationship
  • Specific client strategies
  • Inter-disciplinary implementation

Investment Approach

  • Independent research
  • Long-term investment
  • Dividend and capital growth focus
  • Tax and risk sensitive
  • Low portfolio turnover

Account Types

  • Personal accounts
  • Retirement accounts
  • Trust accounts
  • Philanthropic accounts

Services

  • Investment management
  • Retirement planning
  • Tax planning
  • Estate and trust planning
  • Philanthropic planning

History

Professional Organizations

  • National Association of Personal Financial Advisors
  • CFA Institute
  • Financial Planning Association
  • National Society of Compliance Professionals

2018

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2019

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2020

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