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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Wait for a fat pitch and then swing for the fences.

Warren Buffett

Ambition is the path to success.  Persistence is the vehicle you arrive in.

Bill Bradley

If everyone indexed, the only word you could use is chaos, catastrophe.

John Bogle, advocate of indexing

The world does not end. It only seems to be ending. This time is never different.

Nick Murray

Diversification is a poor substitute for thinking.

Warren Buffett