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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You miss 100 percent of the shots you never take.

Wayne Gretzky

Outperforming the majority of investors requires doing what they are not doing.

John Templeton

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

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

In the business world, the rearview mirror is always clearer than the windshield.

Warren Buffett