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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Widespread fear is your friend as an investor, because it serves up bargain purchases. Personal fear is your enemy. It will also be unwarranted.

Warren Buffett

The key to making money in stocks is not to get scared out of them.

Peter Lynch

Much (perhaps most) of the risk in investing comes not from the companies, institutions or securities involved. It comes from the behavior of investors.

Howard Marks

Diversification is a poor substitute for thinking.

Warren Buffett

If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.

Warren Buffett