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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

Logic and fact keep interfering with the easy flow of conversation.

Mason Cooley

The stock market is filled with individuals who know the price of everything, but the value of nothing.

Phillip Fisher

Multiple times in my life, people have felt the country was more divided than ever.

Warren Buffett

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

John Templeton

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