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

Adam Osborne, creator of first commercially-available portable computer

The stock market remains an exceptionally efficient mechanism for the transfer of wealth from the impatient to the patient.

James Bodnar

People are always asking me, where is the outlook good, but that’s the wrong question. The right question is: Where is the outlook most miserable.

John Templeton

If you don’t read the newspaper, you are uninformed. If you do read the newspaper, you are misinformed.

Mark Twain

The most important family policy, urban policy, labor policy, minority policy and foreign policy America can have is an expanding entrepreneurial economy of high-wage, high-skilled jobs.

Bill Clinton, 1992