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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The big money is not in the buying and selling, but in the waiting and waiting.

Charlie Munger

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

Investing in a stock simply because it’s done so well is like choosing to plant corn in October because your neighbor’s corn has grown so well since April.

Ron Muhlenkamp

The market is there to serve you, not instruct you.

Warren Buffett

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

Albert Einstein