We have been responsibly managing investment accounts for over 40 years. Our clients include individuals, family trusts, businesses, retirement plans, non-profits and foundations. As a Registered Investment Advisor we are a “fiduciary” by law and believe that every client, should be given independent and honest investment advice, that fees should be based on assets under management, not on transactions thus removing conflict of interests.
Name of Rotarian William McElroy
PO Box 12248
Mill Creek, WA