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OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

WHAT MAKES
US UNIQUE

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

INVESTING FOR
AND IN RETIREMENT

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

Horace

Buy low and sell high. It’s pretty simple. The problem is knowing what’s low and what’s high. 

Jim Rogers

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

John Templeton

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

Thomas Edison

I don’t think it is terribly hard to spot a bubble. … I’ve been doing this now for 50 years, and I’ve lived through a few bubbles, and I’ve seen bubble behavior. Almost every bubble is characterized by people saying about a certain asset or a certain asset class, ‘There is no price too high.’

Howard Marks