Our Investment Process

We Believe That…

  • Successful investing is a long-term process, not a series of transactions or short-term events.
  • Clients deserve customized investment strategies, tailored to their specific situations.
  • A clearly defined investment plan is vital for financial success. Every investor should have an investment policy statement.
  • Financial planning should simplify, not complicate, our clients' lives.
  • Part of our responsibility is to help clients develop clarity regarding any short-term expectations, maintaining our focus on pursuing their long-range goals.
  • Serious investors, focused on long-term wealth building, should consider using independent, professional money managers.
  • Wealth management is a full-time business, not a hobby.
  • Maintaining appropriate investment risk is as important as maximizing portfolio returns.
  • There are no quick fixes… hard work and smart planning gets the best results.
  • Emotional decisions should not replace rational judgement.
  • Taxes and inflation are the primary deterrents to wealth accumulation, and should be minimized when possible.
  • Quality endures. A portfolio built on quality investments is more likely to endure the test of time.

Our Core Values Integrity


Our most important product is integrity and developing our clients' trust represents the cornerstone of our business. Our clients will know that we:

  • Always place their interests above our own
  • Strive to deliver objective, independent, unbiased financial advice
  • Are not required to recommend proprietary investments


Quality drives all that we do. Quality is not perfection rather relentless pursuit of a standard of excellence. We display this by:

  • Analyzing investment alternatives to identify a history of competitive performance
  • Providing thorough, easy-to-understand recommendations and research results


Ultimately, it is the quality of our investment advice that represents value to our clients.
We are committed to increasing our level of professional competence by:

  • Consistently investing in professional training and development programs
  • Utilizing the most advanced tools and recent technology available


We are committed to delivering excellent customer service at all times. Our clients can expect:

  • Our focus to be on building a long-term successful relationship
  • Nothing less than the most courteous and respectful conduct from everyone associated with our firm
  • Quick and efficient solution to every inquiry or concern
  • Caring, personal attention to their individual needs and circumstances


Our success is built on trust. We will respect our clients' privacy by:

  • Ensuring divulging of confidential information only after proper authorization.
  • Maintaining complete and secure client records

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