We are an independent, private, family owned investment firm.
There are no large wall street firms or banks attached to us telling us what to do. Customer service is our number one priority. It is based upon your individual needs and preferences.
We seek to educate our clients enough so they can be better informed and make financial decisions, based upon facts and not opinions or emotions.
Our existing clients are our best source of referrals.
We invest our own funds as we invest for our clients i.e. “We eat our own cooking.” Managing assets and providing financial guidance to our clients is our only business.
As an independent Registered Investment Advisor (RIA) we face no pressure to sell a particular investment product, or deliver short term returns to stakeholders. We are legally bound by fiduciary standards when serving clients as strive to act in your best interests.
We are long term focused and do not chase the “investment flavor of the month”. We maintain a disciplined focus on valuation which provides not only a margin of safety and reduces volatility.
We have found over our 25 year history that reducing portfolio volatility not only adds to investment returns, but also keeps clients strategically invested.
We avoid conflicts of interest by working on a fee only basis and do not sell commissioned products. There are no hidden fees either.
Our goal is to work with you closely ensuring you understand our methodology and that you feel comfortable with your portfolio risk.
We are independent and 100% family owned.
Let’s Work Together
We are an independent, private, family owned investment firm. There are no large wall street firms or banks attached to us telling us what to do. Customer service is our number one priority.