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

Warren Buffett

In investing, what is comfortable is rarely profitable.            

Robert Arnott

Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.

Albert Einstein

A reliable way to make people believe in falsehoods is frequent repetition, because famil­iarity is not easily distinguished from the truth.

Daniel Kahneman

Americans say they want safety and income. What they really want is all the income they can get, and the illusion of safety. More money has been lost in the quest for the chimerical combination of safety and high yield than in all the stock market crashes in history.

Nick Murray