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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

People are always asking me, where is the outlook good, but that’s the wrong question. The right question is: Where is the outlook most miserable.

John Templeton

Think about every problem, every challenge, we face. The solution to each starts with education.

President George H. W. Bush

The big money is not in the buying and selling, but in the waiting and waiting.

Charlie Munger

Americans say they want safety and income. What they really want is all the income they can get, and the illusion of safety. More money has been lost in the quest for the chimerical combination of safety and high yield than in all the stock market crashes in history.

Nick Murray

It is better to own a partial interest in the Hope Diamond than to own all of a rhinestone.

Warren Buffett