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OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

WHAT MAKES
US UNIQUE

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

INVESTING FOR
AND IN RETIREMENT

In times like these, it’s important to remember there have always been times like these.

Paul Harvey

Avoid popularity. It has many snares, and no real benefit.

William Penn

Much (perhaps most) of the risk in investing comes not from the companies, institutions or securities involved. It comes from the behavior of investors.

Howard Marks

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

Warren Buffett

Gold gets dug out of the ground. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. … Anyone watching from Mars would be scratching their head.

Warren Buffett