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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Inflation is the one form of taxation that can be imposed without legislation.

Milton Friedman

People today seem to think history is something that happened five years ago.

Patrick Labbe

Investing without research is like playing poker without looking at your cards.

Peter Lynch

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

Adam Osborne, creator of first commercially-available portable computer

A reliable way to make people believe in falsehoods is frequent repetition, because famil­iarity is not easily distinguished from the truth.

Daniel Kahneman