Investments

Karen L. Milliken, Portfolio Manager; John D. Doughty, Director of Research; Dana R. Mitiguy, Portfolio Manager; Michael J. Hanlon, Portfolio Manager


We invest in you, our client, and your life to ensure your future. We leave no investment stone unturned, exploring and researching opportunities that match your needs and employing successful strategies to help your financial legacy continue and foster the freedom to enjoy life.