How to Open an Account

We are a fee-based investment advisor, investing for you in a portfolio of socially responsible growth and income securities. We generally charge 1 to 1.25% annually of the assets under management, negotiable depending on the size of the account. Our rate for hourly consultations is generally $125 per hour. Our suggested custodian, where funds typically are held and trades are made, is TD Ameritrade Institutional Services, which provides our clients with monthly statements. We also provide quarterly reports including the Girton Capital Growth Letter, and a quarterly review of your investment performance. Please call, email or fill out and submit the form to request an investment consultation and learn more about opening an account. We look forward to hearing from you.