Our Investment Philosophy:

  We believe in a long term, risk adverse, tailored investment strategy.  In addition, we do not underestimate the value of knowing our clients and working with them in person.

Long term:  We actively investing in quality companies with proven track records in all markets (bull, bear, and flat.)  We look for experienced management and companies with consistent growth, dividends, and profits.  We buy investments with the intention to own them for a long period of time.  However, we still will review them, and make changes accordingly.

Risk Adverse:  We create diversified portfolios where the risk is tailored to the client, and unnecessary risk is significantly reduced to provide a better chance of success.  We do an overall portfolio analysis in which we calculate statistical data that shows a number of risk indicators, along with your returns compared to like benchmarks. 

Tailored investments:  Everyone has different goals, obstacles, and situations.  Your portfolio should be tailored to yours.  This includes planning, costs, tax consequences, risk tolerances, and personal investment morals.