OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

Learn More

WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

Learn More

INVESTING FOR
AND IN RETIREMENT

 

Learn More

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

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

Mark Twain

The investor’s chief problem—and even his worst enemy—is likely to be himself.

Benjamin Graham

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

Warren Buffett

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

Warren Buffett