Are you frustrated with the financial performance of your investments? Are you concerned about your money outlasting you? Are your returns eaten up by manager and fund fees? Do you just need an independent assessment of your portfolio?

We can provide an overall assessment including helping you understand how conservative or risky your investment portfolio really is; what fees, hidden or not, are really costing you; how tax efficient your investments are held; and answer any other questions you may have.

Jay H. Dembsky, Managing Director, has spent over 30 years working in various financial industry capacities providing securities advice and planning, investment management, personal tax compliance and planning, business valuation services, financial analysis, banking, and corporate financial management.

The CFA designation is attained through three years of rigorous examinations and is held by most fund and investment managers and public security analysts.

Educational background includes B.S. Economics at the Wharton School / University of Pennsylvania, Magna Cum Laude, and an MBA from the Kellogg School of Management / Northwestern University.