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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Many shall be restored that now are fallen and many shall fall that now are in honor.

Horace

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

Milton Friedman

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

John Bogle, advocate of indexing

People think computers will keep them from making mistakes. They’re wrong. With computers you make mistakes faster.

Adam Osborne, creator of first commercially-available portable computer

The key to making money in stocks is not to get scared out of them.

Peter Lynch