Our Approach to Investing

Successful investing fuels your financial security.  We focus on time-tested investment principles and only engage in short-term market timing.  We believe that a strategic mix of investments (bonds, U.S. stocks, foreign stocks, real estate, commodities, etc.) influences your investment returns more than picking the right stock or mutual fund. Following the herd is not our style. We believe that investing in less popular ‘value’ stocks provides greater rewards over time.

Our Competitive Edge Characteristics

  • Privately owned and independent
  • Fundamental investment research drives results
  • Robust business infrastructure and compliance
  • Value equity specialists
  • Invest with conviction in best ideas
  • Distinguished investment history

We also believe it is critical to understand and minimize your total investment costs. After all, it’s not what you make, it’s what you keep! All applicable fees are clearly disclosed to you either in writing prior to investing or during our initial conversations.