OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

Learn More

WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

Learn More

INVESTING FOR
AND IN RETIREMENT

 

Learn More

Consensus won't create great ideas.  Basically, a good investment idea is pretty unusual and has to be a somewhat lonely insight. If the merit of an idea is visible to a lot of people, it quickly cuts into the price.

Ken Heebner

Avoid popularity. It has many snares, and no real benefit.

William Penn

Many of life's failures are people who did not realize how close they were to success when they gave up.

Thomas Edison

Price is what you pay. Value is what you get.

Warren Buffett

Wide diversification is only required when investors do not understand what they are doing.

Warren Buffett