About Us

Investment Philosophy

We believe your investment portfolio is a tool to help you live the kind of life you want to live. We can work with you to create an investment strategy and portfolio allocation that makes sense given your goals, your tolerance for risk, and your investment preferences.

We believe in a diversified portfolio that incorporates different investment asset classes (i.e., large company value, intermediate term bonds, real estate, international) because we believe that over time this leads to lower overall risk and better returns.

We do not believe that we can predict what the markets will do next. Instead we work with our clients to develop a solid financial strategy, implement it and help clients maintain the objectivity and discipline required over time to be successful long-term investors.

We implement your investment program using mutual funds, both actively and passively managed, or Exchange Traded Funds rather than using individual securities. Our value to you is offered in taking the time to understand you and your goals and designing and implementing an overall financial plan to help you accomplish those goals. Individual security selection is something offered with outstanding skill and very low cost by professional mutual funds managers.

We believe in taking a long-term approach to investing and feel that trying to time the market is more futile than fruitful.

We believe that your investment portfolio is best constructed after working with you to understand your portfolio’s purpose, whether it be funding your retirement, your children’s education, a second home, or leaving a legacy for your heirs.

We measure success in terms of helping you improve the quality of your life and providing you financial peace of mind.