Our Philosophy

It has been our experience that investment success is usually determined through an unwavering commitment to a set of clearly defined investment principles.

Collectively, these principles define our investment philosophy: Putting an investment strategy in place is crucial.

Every investor should have an investment policy statement. Market timing doesn’t work.

Long-term investors should stay fully invested unless it is clearly imprudent to do so.

We have made a commitment to excellence in everything we do. At all times, we work to meet – then exceed – our clients’ unique needs and expectations. We serve as advocates for our clients.

Our goal is to be an extra set of eyes and ears for them. We want to anticipate our clients’ needs and solve problems before they arise.

We seek to help our clients manage the long-term decisions that ultimately determine the wealth they and their families may accumulate.