I have been a client for several years. Before that I had NEVER been called in for a biannual review and adjustment of my portfolio. In fact I had never had more than the quarterly statement in the mail. Keith Weltens and his associates and staff are accessible and proactive, helping me a comfortable retirement fund. They work hard to build a «family» feeling by offering not only investment get togethers, but, also, social, fun activities. Recently we toured the new Va. Tech athletic facility then had lunch at Sal’s. Another time enjoyed a cooking demonstration. This kind of personal attention makes me feel valued and part of a team.