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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Diversification is a poor substitute for thinking.

Warren Buffett

Widespread fear is your friend as an investor, because it serves up bargain purchases. Personal fear is your enemy. It will also be unwarranted.

Warren Buffett

Consensus won't create great ideas.  Basically, a good investment idea is pretty unusual and has to be a somewhat lonely insight. If the merit of an idea is visible to a lot of people, it quickly cuts into the price.

Ken Heebner

In the current up-cycle, over-weighted, liquid, large-cap stocks have benefitted from forced buying on the part of passive vehicles [e.g, index funds], which don't have the option to refrain from buying a stock just because it's overpriced.

Howard Marks

Never will a man penetrate deeper into error than when he is continuing on a road that has led him to success.

Friedrich von Hayek