Check out our 2017 brochure.Read more
On-the-fly travel requires no advanced planning, no mapping of a course. As we enjoy family excursions this summer, we should ask ourselves if we have taken the same laissez-fare approach to planning our futures as we have to navigation… Click Image to Read More
Philosophy We strive to build meaningful and lasting relationships with our clients and to deliver exceptional service by understanding their needs and goals. We believe that our long-term philosophy is a valuable asset in a short-term world. Concentration We utilize a core, high quality stock portfolio and add representation of small, emerging, international, and fixedRead more
Pat Dorn knows the patience required of the hunt. He understands long hours in a deer stand and the occasional discomfort of the elements. What makes the wait tolerable for the soft-spoken grandfather of seven and church elder is the pleasant company of trees. Read MoreRead more
Our office hours are Monday to Friday, 9:00am to 5:00pm.
For more information or questions about our products and services, please contact us by phone, email, or US mail.
Serving clients nationwide.
3200 Devine St. Suite 103
Columbia, SC 29205