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

John Templeton

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

John Templeton

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

The stock market remains an exceptionally efficient mechanism for the transfer of wealth from the impatient to the patient.

James Bodnar

Inflation is the one form of taxation that can be imposed without legislation.

Milton Friedman