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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We simply attempt to be fearful when others are greedy and to be greedy when others are fearful.

Warren Buffett

Far more money has been lost by investors preparing for corrections [stock market pullbacks] or trying to anticipate corrections than has been lost in the corrections themselves.

Peter Lynch

Ambition is the path to success.  Persistence is the vehicle you arrive in.

Bill Bradley

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

John Templeton

Investing in a stock simply because it’s done so well is like choosing to plant corn in October because your neighbor’s corn has grown so well since April.

Ron Muhlenkamp