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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Consensus won't create great ideas.  Basically, a good investment idea is pretty unusual and has to be a somewhat lonely insight. If the merit of an idea is visible to a lot of people, it quickly cuts into the price.

Ken Heebner

Wait for a fat pitch and then swing for the fences.

Warren Buffett

If everyone indexed, the only word you could use is chaos, catastrophe.

John Bogle, advocate of indexing

The greatest enemy of knowledge is not ignorance, but the illusion of knowledge.

Stephen Hawking

We simply attempt to be fearful when others are greedy and to be greedy when others are fearful.

Warren Buffett