Grant

     Koehler &

           Levin LTD

   registered investment advisors

Click below to view

PICI Customer Information Brochure

 

About Us   About Us $101 million under management 165 clients under management Average account size $600,000 Average client's age 55 Services Financial planning Setting long term financial goals Money management Retirement planning (401K's, IRA's, etc.) Investment Philosophy Value oriented Risk averse Emotionless Disciplined