OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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People think computers will keep them from making mistakes.  They're wrong.  With computers you may mistakes faster.

Adam Osborne, creator of first commercially-available portable computer

The attitude of investors tends to change with whatever is performing well at the current time.

 

Buzz Zaino

The market is there to serve you, not instruct you.

Warren Buffett

We simply attempt to be fearful when others are greedy and to be greedy when others are fearful.

Warren Buffett

The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.

Seth Klarman