Invest with Confidence

Since 1974, we have helped create programs and portfolios to meet both long and short-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Jeff began his investment career in April, 1991 as a planner with AllReady Investments. He left AllReady in 1997 and started his sales career as an agent with Chase Manhatten. He’s been at Global Commodities since 2003. He fishes with his son in his spare time.

Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with HSBC. She’s been at Global Commodities since 2010. She hikes in her spare time.

Steve began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Global Commodities since 2007. He rock climbs in his spare time.