THE COMPANY

Founder and President, Keith T. Traynor, brings 15 years worth of investment experience
to the company. As a graduate of Penn State University, Keith has worked for Merrill
Lynch as well as Wachovia Securities. Keith has earned the highly respected CFP®
certification, as well as completion of the Wharton School’s “Financial Consultants
Program.”
Over the last fifteen years, he has developed and maintained the highest level of
expertise in portfolio management, financial and retirement planning, and wealth
preservation. Keith’s experience with the development of initial public offerings
has allowed him to develop extensive hands-on expertise with restricted stock, executive
compensation and concentrated stock strategies. While his clients primarily consist
of high net worth individuals, he also has vast experience working with institutions,
401(k) and pension plans, non-profits, endowments and foundations.
The Company investment philosophy is to deliver long term growth while managing
risk, with a primary approach of delivering the highest quality investment products
and services. Your investment goals must be clearly defined. Adherence to a strict
investment discipline that is personally designed for each investor is the central
focus of our commitment to meeting your financial needs. Our ability to manage risks
will help to ensure consistent and predictable performance, while we promise to
provide expert research, personalized service, and comprehensive wealth management
solutions.
First and foremost, our loyalty is to our clients, setting our firm apart from many
of the larger brokerage houses. Vast experience within portfolio and wealth management,
combined with superior trading and technological support of our selected clearing
firm, will give each and every client all of the resources that are currently available
in the market.
We strive for excellence in every aspect of our business and are committed to delivering
superior investment results, while providing the highest level of service and support
to all clients. Our firm is committed to building long-term relationships with our
clients through personalized service, reliable and continuous communication, and
outstanding results based upon client expectations. We can provide unlimited resources
to meet the extraordinary needs of our valued clients, and will continue to hold
integrity and trust as our core principles.